2018 First Quarter Commentary

I attended an insurance seminar in Clearwater in February  (a great time to visit Florida, right?).

Anyway, the trip resulted in two benefits. The first, I managed to fit in a bicycle ride across Georgia, culminating in sitting on a church pew where I heard President Jimmy Carter give his Sunday lesson. He is scheduled to deliver fewer of them this year, finally cutting back at age 93. In his hometown of Plains, a few residents still had up lawn signs that read "Carter for Cancer Survivor", a kind gesture first greeting him three years earlier when he returned from the hospital.

Carter’s lesson my Sunday was unconditional love and caregiving, good one for the topic I’d like to describe for you next.

For those who are getting older (aren’t we all?), at the insurance seminar I attended, I heard from Dr. Carolyn McClanahan a former emergency room doctor who has since changed careers to become a financial planner focusing around the life stages of aging.

She created an online toolkit, Whealthcare, together with Dr. Chris Heye, and in cooperation with Dr. Anthony Weiner, Director of Outpatient Geriatric Psychiatry at Mass General Hospital.

The idea is to complete planning before the need occurs, before a life-changing medical event, particularly the onset of cognitive impairment.

Whether you can make this a part of your planning or you can recommend it to someone who could, I wanted you to know it’s available. I could also tell a personal story about how it’s helped my family.