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By Trae Cody 12 Apr, 2024
Read this blog even though you don’t want to. Especially if you or your parent is over 65 or living alone. Age Associated Financial Vulnerability is a real thing and it affects intelligent, independent people. The Consumer Financial Protection Bureau puts the cost of elder financial exploitation as high as $36 billion a year.
By Trae Cody 03 Jan, 2024
One of the realities of losing a spouse or a parent is the impact that event has on living arrangements. Are we living in the “right” place? Is the house too big? Is it too far away from family? Will my surviving parent be safe where they live? Should I move to be closer to mom or should mom move closer to me?
By Trae Cody 03 Jan, 2024
You are with someone with whom you share some history. Maybe it’s a brother, sister, or a childhood friend. You are talking about an event from the “old days” and you suddenly realize you all remember the event a little differently. Most of us have had this experience. Our relationships work in a similar fashion. The way we love, like the way we remember, is unique to each of us.
By Trae Cody 03 Jan, 2024
Even months after the funeral it’s not uncommon to feel just not exactly right. We all lose our way from time to time. Things happen and we can’t find our JOY. It’s not really so much gone, as it is misplaced. Life feels dull and the days seem to drag. No matter what the circumstances, if you look for it, you can find your own personal JOY again. However, you will have to work a bit to find it and reconnect.
By Trae Cody 03 Jan, 2024
Your presence is important. If there is any way possible, please, just be there. When a child is born it is a life changing event for the parents, siblings and grandparents at the very least. It may also be a life changing event for the kindergarten teacher five years in the future. Bottom line, life matters.
By Trae Cody 03 Jan, 2024
Condolences do matter and timing is important.
By Trae Cody 03 Jan, 2024
The story below illustrates the benefits of preplanning your funeral. Also known as an “advance funeral plan”, “preneed”, or a “preplanned funeral”, it is one of the few things in life where you can pay today’s prices for a product and service you may not need for many years down the road, thus saving you money.
By Trae Cody 03 Jan, 2024
It is not uncommon for people to ask themselves, “Since I never had any children, who will take care of my funeral plans?” That is all the more reason to preplan your own funeral!
By Trae Cody 11 Dec, 2023
There is a woman who once thought that she’d like to have a hologram made of her wearing an Obi-Wan Kenobi robe for her funeral. Her four sons grew up during the Star Wars era and similar to Obi-Wan, she would love to pass along the wisdom she acquired over her lifetime to those she loves. And yes, she would also like to have the last word! So who should this woman see to discuss and share her wishes? Should she talk to an attorney? Her financial planner? Or a funeral director?
By Trae Cody 11 Dec, 2023
Sometimes, if you are open to it, you can receive amazing information in the most unlikely ways. For example, there was a driver who was taking a woman to the airport when she received the news that a family member had died. The woman gasped and her driver, who was from another culture, asked if she was okay. Normally she would just say “I am fine” because she is a private person. On this particular occasion, however, she shared her situation with this driver. Upon hearing the news, this gentleman shared his cultural belief and at that moment…it was exactly what she needed to hear.
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