For the past eight years Shirley, age 77, has been handling the family finances for herself and her husband Joe. A former CPA, Joe had handled the couple’s money, but the tremors from his Parkinson’s restricted his ability to write checks or use online banking and the mild dementia Joe experiences left him confused with the daily details of managing finances. Recently, Shirley shared with her best friend that she was feeling stressed about handling the couple’s financial affairs. The couple’s CDs were maturing and Shirley didn’t have a good idea of how or where to invest the proceeds. She was also having difficulty deciphering their medical insurance statements. In the past if she had questions Shirley would call her nephew, but he’d recently moved out of the area. She figured she needed some help soon, before she made some irreversible mistakes. Shirley is representative of the 29 percent of seniors (studies vary) who require assistance handling their money and financial...