Mother’s Day is coming up and it is a time when many reflect about their mothers and their importance to us. Maybe you take her out to lunch in Los Angeles. Perhaps you buy her a gift. Few will have the difficult conversation they should be having — Alzheimer’s disease. Those of us in our …. Read More
First of all — what is a mass affluent? According to financial experts, a mass affluent is someone with $50,000 to $250,000 in disposable assets. Mass affluents in Los Angeles and San Francisco were surveyed recently by a leading lender in search of attitudinal trends. A significant trend is that 34 percent of mass affluent individuals …. Read More
When a 48-year-old San Francisco woman’s mother had a massive stroke, both mother and daughter were catapulted into a series of decisions. Where would the mother live? How much care did the 83-year-old need? Could the other adult children help out? The hospital recommended a nursing home, but that didn’t seem right. A tidal wave …. Read More
One of California’s, and our nation’s, demographic trends is the increasing longevity of our citizens. We are spending longer in retirement, and a much longer time in nursing homes at the end of our lives. This has resulted in an insurance product — long-term health care insurance. But what happens if the insurance doesn’t cover …. Read More
