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Tag: HIPAA

Top 10 Ways to Be Smart When Helping Loved Ones Journey Through the Medical Services Industrial Complex

One of the central roles of a financial planner is that of being a guide — of helping clients find and then take their own unique, and hopefully best and brightest, path through the external financial world out there. We are, after all, all of us forever in its force […]

When HIPAAs Attack

As many of you know, I have been learning, up close and personal, a lot about elder issues, as my family comes together to help my father, who will be 89 in a few weeks, navigate the shoals of elder care on all sorts of levels — the financial, the […]