by Leonard Baer | Aug 30, 2021 | Aging, Blog
Usually I talk about my clients and some of the problems that they face. It can be dating online, making sure that someone doesn’t snatch your purse or wallet, or the latest scammer that is out to steal every dime we have. So, I thought how about I talk about me? ...
by Leonard Baer | Aug 17, 2021 | Aging, Blog
I am constantly amazed when I speak with clients, both men and women who have suffered losses that are life changing. Many have shown a resilience and tenacity that go beyond the written word. What motivates them to get out of bed, go to a grocery store, and just do a...
by Leonard Baer | Aug 3, 2021 | Aging, Blog
I had a strange request. One of my clients asked if I would go to the doctor with her. I asked her why she would want me to go along. She explained that when she goes, she becomes tongue tied and can’t seem to focus. She leaves the doctor’s office not knowing what was...
by Leonard Baer | Jul 6, 2021 | Aging, Blog
I missed a phone call the other day, and it’s bothering me. It’s not a phone call I didn’t answer when the phone rang. It’s not a phone call I did not return. So what was it ….. ? A friend of mine died 3 weeks ago, but I only found out yesterday. I haven’t seen him in...
by Leonard Baer | Jun 29, 2021 | Aging, Articles, Estate Planning, Financial Planning
All women, married, widowed, divorced, or single; homemakers, caregivers, professionals, or business owners need to understand estate planning and have a plan of their own in place. As a result, there is an increased need to plan for physical and/or mental incapacity...
by Leonard Baer | Jun 22, 2021 | Aging, Blog, Retirement
Over the past two weeks, I spoke to two clients who have become friends. I remember several months ago, talking to them about their upcoming retirement, their goals in retirement and their joy at looking forward to that date. They were going to travel, spend time with...
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