It’s that time of year again. The Christmas tree is losing its needles, the champagne has lost its bubbles, but right now the New Year is filled with endless possibilities and resolutions to come! This is your big moment to gain control of your life, your future, and make things work for those you love!

This past Sunday, January 3, 2016, I was reading the business section in the Philadelphia Inquirer. I found a piece entitled: “Get a Life Book”. This piece incorporated many of the suggestions that we provide to our families. It is relevant for seniors, those in crisis and it is also relevant for all of us at any age. By following these suggestions by Brad Bernstein, CFP, CIMA of UBS, you will be providing those you love with a “handbook” that will make their lives manageable should you not be available to guide them.

On another note, I will mention that this very same Brad Bernstein is also my son! I guess the apple does not fall far from the tree! I think some of my Care Management training may have rubbed off!

Happy and Healthy New Year to all!


Beverly Bernstein Joie, MS, CMC

Complete Care Management Team – Providing care management, quality home care, and patient advocacy for Philadelphia Area