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Tag: caring for parents

“Special Needs” Means Special Financial Planning

“Special Needs” Means Special Financial Planning

"Special Needs" - Special Planning As I sit with clients I am put into different situations. One very special young adult was a new college  graduate who has a 31- year-old brother with special needs. Their mother unexpectedly passed away...Read More
Posted in Whole Life Mastery, Work+Life BalanceTagged caring for parents, children, financial planning, it's about the money, Lu Casillas, special needsLeave a comment

Being the CEO of Caring for Mom

It was an emotional week last week. For many months, I've been going to Mom's house twice a day to be sure she takes her meds, prepare some meals, do laundry, dishes or minor housekeeping. I also take her to...Read More
Posted in Work+Life BalanceTagged caregiver, caring for parents, Kathleen CLeary, parents, Thriving in the MiddleLeave a comment
3115 Clement Street | San Francisco, CA
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