Caregiver Questions

Caregiver Questions to Consider

How would you answer these 3 questions?

  1. Have you ever been a caregiver?
  2. Are you a caregiver now?
  3. Do you expect to need a caregiver as you age?

Planning is imperative regardless of whether you are a caregiver or a care receiver now, or expect to be in the future. Oftentimes, the caregiver is thrown into a chaotic situation resulting in more questions than answers. This creates additional stress for everyone. The legal, financial, and … Read More

Thanksgiving 2018

Thanksgiving 2018 – It was the Best!

Hopefully everyone enjoyed their Thanksgiving and celebrated according to their family traditions. I must admit this Thanksgiving was very different, but it was also one I’ll always remember as being very special.

Although my 91-year-old mother had numerous invitations from her family, she wanted to be home on Thanksgiving. Upon hearing this, I immediately volunteered to cook Thanksgiving dinner at her farmhouse. As I was mentally preparing a menu that included turkey, dressing, mashed potatoes, gravy and cranberry sauce, I asked Mom what she wanted me to cook. Much to my total … Read More

Lifetime Legacy Planner Cover

Lifetime Legacy Planner – Why I Wrote This Book

Twelve years ago, I never thought I would write a book about organizing. But then, life happens and circumstances change. A personal tragedy involving the loss of life, personal information, and property lead to a book. This book.

An early morning house fire took the life of my 32-year-old nephew Shayne. His death propelled me to leave my job and home in Houston and return to my hometown in central Illinois. I had lived in Texas for 27 years, so the move back to Illinois involved immense soul searching. After seven months of …Read More

Aging and Technology

Aging and Technology

Technological advances astound me. The capabilities in the average smart phone today far exceed the computing power available to NASA for its 1969 moon mission. I can walk into my home and ask Alexa to play my favorite music, read my email to me or continue narrating my latest Audible book selection. Older friends text their great grandchildren, FaceTime with family living overseas and update Facebook regularly detailing their travels or new restaurant find. Companies like Google and Amazon notice Baby Boomers embrace technology and … Read More

lost memories

Lost Memories

Having a conversation with an elderly loved one about their life can be a rewarding experience for both the storyteller and the listener. I consider myself very fortunate to spend time with my 91-year-old mother who still drives, loves to travel, and frequently participates in a water aerobics class. After living in Texas for 27 years, I returned to central Illinois and embarked on a personal mission to learn more about my mother’s life, the places visited, the people met, and the memories made.

One of my favorite stories is about a picture of her she gave my father when they were dating, but …Read More

Legacy Planning

Legacy Planning! What is it? Why is it important?

The words ‘Legacy Planning’ were in the title of a seminar I recently attended, and because the title of my book is ‘Lifetime Legacy Planner’, I eagerly signed up. The seminar was informative and generated lots of questions from the audience, but I felt the topic covered Estate Planning and not Legacy Planning. Thus, I want to share what I feel differentiates these two subjects, and why Strategic Hourglass Solutions is focused on Legacy Planning.

The term, Legacy Planning, is increasingly being used to replace or supplement estate planning. In its basic meaning, a ‘legacy’ is a gift of money or other personal property that’s granted by the terms of … Read More

Identity Theft

Identity Theft Epidemic

Identity theft has become a nationwide epidemic. According to AARP, 15 million people were victimized by identity theft in 2016, alone.

I’m reluctantly becoming an expert in identity theft. In my previous corporate careers, I was responsible for the safekeeping of other’s personal information, especially social security numbers. I was always meticulous and shredded any documentation containing personal information. Personally, I created my own ‘organize and shred’ process to coincide with filing my taxes. Imagine my surprise …

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am i realy this old?

Am I really this old already? That just can’t be right!

As we gathered last fall to celebrate my mother’s 90th birthday, we had relatives flying in from all over the country. My mother was blessed with four sons and six daughters, and she came from a large family too, so it was a weekend of catching up with aunts, uncles and cousins that we hadn’t seen in years. As I entertained some of the older cousins that weekend and our conversation drifted to the fact that most of us kids are now in our 60s, one cousin made a statement that resulted in laughter at first, but then the reality set in of what she had just said. Her comment was …  Read More

Ask Yourself These Questions

  • Do I have a will? Is it updated and do my loved ones know where I keep it?
  • Who are my Professional Advisors – Attorney, Banker, Insurance Agent, Tax advisor, and more?
  • Do I have a record of all the things I own and a detailed list directing how my assets should be distributed?
  • Have I prepared for my final wishes so they are carried out and respected at the time of my passing?
  • Could my spouse or heirs easily settle my estate?
  • If i were in a serious accident tomorrow, who would step in to handle my affairs?
  • If something happened to me or my loved ones, would I be prepared?
  • Do I really want my family to deal with all my stuff after I am gone?
  • What is my Legacy?

If you have trouble answering these questions, you need the Lifetime Legacy Planner.

Go to Purchase a Planner Now!