Managing Your Lifestyle Wherever It May Take You

The challenges of Financial Caregiving vary with each client relationship. From the rigors of a family fighting the good fight of cognitive decline, managing the shutdown and end of life services for a family who have lost a loved one or simply assisting someone with their daily money management, each Tight Ship Advisor leverages their expert knowledge of being a senior in today’s world to create comfort and assurance.

The stand out moment of the week centered around those that are managing multiple households. The “dream” for many seniors is to be a Snowbird – split time between the family home