Your Are Invited Free Event Oct 9

Are you one of the many baby boomer families dealing with an aging parent? This changing role from child to care giver is a difficult one for all involved.

Join us for our next free event to get practical answers to questions like -

• What things can do you do help your parents have a safe independent life?
• Why is a representation agreement is as important an will?
• When is it a best to sell the family home for both parents and children?
• What are the levels of care available and how do you access these services?
• What financial issues are stopping you/your parents from enjoying their retirement?

Join us for our free event Boomers & Parents Facing the Future Together on Wednesday Oct 9  @ Missionwood Retirement Resort and get your questions answered.

Here from Legal Professional Aaron Dow from Farris, Vaughan Will and Murphy LLP, Area director Sharon Hughes-Geekie with Bayshore Home Health, Realitor Michael Loewen - Royal Lepage Kelowna and Financial Professional Mike Hassard with Primerica Kelowna.

Wine and Cheese - 5 - 5:20 pm 

Presentations start 5:25 pm

Q&A 6:30 pm

No cost to attend

Location: Missionwood Retirement Resort

1075 Barnes Ave, Kelowna, BC V1W 5A8

Please RSVP Sharon - (250) 717-7528

There will be time lots of time for questions and answers so please come prepared.

Hope you can join us!

Caring for Aging Parents

The reality for many of us in North America ... we will be dealing with the care issues of a parent/family member for 10-15 years. 


These issues did not exist a generation ago. Life expectancy was  only the late 60's for men and early 70's for women. Today more people are living beyond 90-100 and care in one shape or another can last 20 to 25 years. 


This can be both emotionally draining and can severely impact the financial resources for care givers and their families. 


But there are some things that can be done to simplify this process and take some of the burden from family so the transition to care can run more smoothly.


(Make sure to watch the video below "The Curse of Long Life". Very informative conversation.)

Living on a Cloud

Many of us use Facebook, MSN and email everyday. Talking to family has drastically changed because of Google+ and Skype.


Now we can upload pictures, share videos and tell stories using great blogging sites like Blogger and Wordpress.


Of course this leads to a whole new issue ... what happens to all this information when we die? Will your family be able to see and talk to their virtual great great Grandma.  Genieology has more technology than research.


Now due to the internet, rather than read about your family, you can interact  with people's lives long after they are dead.


Check out this video from TED.

Time Waits for No Man or Woman!

There is a common thread running through the estate belonging to an elderly parent or loved one.  Living through the Dirty Thirties – the Great Depression – has taught them to hold on to everything. 


This means then their attic, basement, or even barn, is usually full of “stuff”!  Most of which should have been disposed of many years ago.

Sadly, even is there was value to some of these items when there were originally stored, by the time you start to sort through it, the mice and mildew have likely been there first!  You may find rotted books, magazines, old papers including utility bills from decades ago, and clothing, but the only place for them now is the trash.

Questions Answered

Are you ready to manage your families financial concerns, handle responsibility of moving your parents, have a plan for the selling the family home and prepared for the legal issues surrounding your families estate? 


Get your questions answered at our next Boomer's And Parent's Seminar scheduled for the evening of Wednesday June 22 at Sandalwood Retirement Resort. The event is free but we have limited seating. 

Check our events page for more information here >>.

Facing the Future Together

There are many challenges that face the Boomer Generation when it comes to tending to a beloved parent(s).


 There is constant worry and guilt – are you spending enough time with them, how can you fit in the time for doctors’ appointments, phone calls, helping with little chores……dealing with other family members. So often we lose ourselves in the chaos of helping others. This is normal, and you are not alone!

Boomers and Parents Rescheduled May 17th

By request we have moved our seminar to the following week to May 17th.


Are you like most of us Baby Boomers dealing with the challenge of an aging parent(s)? Are you prepared?


Join us for our next Boomers and Parents seminar ... more information on our upcoming events page >>

Time to Downsize

The retirement reality is hitting baby boomers much harder than expected. For many the family home (or should I say the equity in your home)  has become the hope of retirees, and downsizing is the buzz word in the financial community.

The idea is a good one. Sell your large 2,000 - 3,000 square foot home to buy a less expensive smaller home, town home or condominium and invest the difference to create income at retirement. 

Add to this many baby boomers are dealing with downsizing their parents, downsizing is an issue that many families will be dealing with for next 10 to 15 years. So the question if downsizing is such an easy solution ... why is it so hard to do?