Bquest

09/01/2026

The decisions families make about aging can have a significant impact on their financial plan.

Where someone lives. When to bring in care. Whether to keep driving. How to pay for changing needs. These decisions can affect a family's finances, sometimes in ways they did not anticipate.

That is why aging in place is an important conversation for financial advisors, as well as the families they serve.

In our latest bQuest webinar, our Director of Content, Allison Foulk, moderated a conversation with Ian Dorfman of Elder Care Homecare, Jack Angel Senior Care Authority of Southeast Texas, and Meredith Eden of The Hummingbird Project - Quality of Life Engagement Program about some of the decisions that come with aging in place, including:

• Bringing in the right support while preserving independence
• Planning for transportation before giving up driving becomes an urgent decision
• Making sure home safety does not come at the expense of connection and quality of life

For advisors, these conversations can help surface needs that may not come up in a traditional financial planning meeting and create opportunities to connect clients with the right care and aging resources before a crisis occurs.

We opened this webinar to the public because these are conversations worth having with anyone planning for their own future or supporting someone they love, and in celebration of our nomination for Thought Leadership.

🎥 Watch the highlight reel here, or check out the full webinar at this link: https://lnkd.in/gBrH2Evj

08/27/2026

Forgetting a name and remembering it an hour later is not the same as forgetting it happened at all.

That is the distinction Michelle King, CDP, of The Dementia Journey Companion draws in her latest article on normal aging versus dementia, and it is worth knowing before the question comes up in a client meeting.

Normal aging: misplacing keys, pausing on a word, needing a little more time to balance the checkbook. The person notices the lapse and works around it.

Dementia: repeating the same question minutes apart, getting lost somewhere familiar, losing the ability to manage bills or a recipe that used to be second nature. The person often does not notice, or gets defensive when a family member does.

One point worth sitting with: memory loss is not automatically Alzheimer's. Vitamin deficiencies, thyroid imbalances, medication side effects, and even sleep apnea can mimic dementia symptoms and are treatable once identified.

Michelle is part of the vetted specialist network inside the bQuest platform, ready the moment a client's family needs this kind of clarity instead of a guessing game. Read her article and connect with her on bQuest:
https://app.thebquest.com/providers/b824bd5c-fbb9-412e-b74a-55a9caef885c

08/20/2026

08/19/2026

At the Society of Certified Senior Advisors Conference this week, Lauren Tracy Clough shared the stage with Tiffany Charles to discuss the future of longevity planning. The conversation was direct: advisors are hearing aging and caregiving questions in client meetings, and they're searching for vetted partners to support those moments.

We also sponsored the Longevity Trends breakout room and exhibited to connect with professionals across the aging-care space. What we found: the demand is real, and so is the commitment to partnership.

We connected with existing bQuest care providers, like Virginia Trux, who are already working with advisors and seeing the impact. We also met aging-care professionals who haven't joined the network yet, and many expressed genuine interest in reaching advisory teams at scale.

Here's what stood out: everyone in that room shares the same goal. Help families navigate aging, caregiving, and end-of-life transitions with clarity and support. The advisors get it. The aging-care professionals get it. And the CSA community has been saying it for years.

The path forward is clear. When financial planning and care planning work together, families get better outcomes. That requires advisors and aging-care professionals who are willing to collaborate.

If you're an aging-care professional interested in building those partnerships at scale, bQuest is where advisors are looking. Join the network: https://thebquest.com/pro/

To the CSA community: thank you for showing up and proving this work matters.

08/03/2026

Most families don't think about aging care until they're already in a crisis.

Our cofounder Kelly Baird learned that firsthand. Before bQuest existed, she was the one coordinating doctors, tracking down specialists, and holding her family together while caring for both her mother and her grandmother at the same time.

She built bQuest so other families wouldn't have to figure it out the hard way.

Grateful to Maura McInerney-Rowley and the Hello Mortal team for sharing her story and for the work they do helping people talk about mortality with honesty instead of avoidance.

The questions worth asking are simple. What does aging with dignity actually mean to you? Have you told anyone?

That conversation is where preparation starts.

How to find quality care and support for aging

08/01/2026

We're excited to welcome another outstanding group of professionals to the bQuest ecosystem!

As our national network continues to grow, we're proud to connect financial advisors and the clients they serve with trusted, vetted aging care and end-of-life professionals who bring expertise, compassion, and local knowledge to every stage of the aging journey.

Please join us in welcoming our newest service providers:
• Tara Blanca – The Hummingbird Project – Social Engagement Specialist – California, Washington
• Sandy Gerstein – STG Concierge Moving & Organizing – Senior Move Manager – Florida
• Nicholas Harnik – Harnik Law Firm – Estate Planning Attorney, Probate Attorney – New York
• Katie Hustead – Paper Moon Moves – Estate Clean-Out, Senior Move Manager – New York
• Michelle King – The Dementia Journey Companion – Dementia Care Navigator – Kansas
• Brooke Martindale – Cheer Home Health Care – Home Care Provider (Non-Medical), Home Health Provider (Medical) – California
• Sue McCormick – SYNERGY HomeCare of North Atlanta – Home Care Provider – Georgia
• Douglas Peterson – SYNERGY HomeCare – Kansas and Missouri – Home Care Provider – Kansas and Missouri
• Beau Romero – HealthSense – Aging Life Care Manager, Concierge Nursing – New York
• Bob Scutta – Scutta Advocacy Group – Aging Life Care Manager – South Carolina
• Colleen Shannon – Caregiving Consulting – Aging Life Care Manager, Senior Placement Agent, Other Consulting Services – Illinois
• Jennifer Vince – Senior Care Navigation – Aging Life Care Manager – Illinois and Michigan

From care management and home care to senior move management, dementia navigation, estate planning, and beyond, these professionals strengthen the collaborative ecosystem that helps families navigate aging with confidence—and helps financial advisors connect clients with the right expertise before challenges become crises.

Welcome to the bQuest community! We're honored to have you as part of our growing national network. :yellow_heart:

07/30/2026

Recognized as a 2026 finalist for Thought Leadership! 🏆 We’ve been reflecting on what that recognition is really about: the content we get to bring to financial advisors and the families they serve every day.

In that spirit, we’re doing something new. For the first time, we're opening registration for our upcoming webinar right here on social media:

"Aging in Place: Supporting Independence Without Losing Connection"

📅 August 12 | 9:00am PT / 10:00am MT / 11:00am CT / 12:00pm ET

For many families, aging in place is one of the most important, emotional, and complex longevity conversations they will face.

Together, we’ll explore practical strategies for:
• Coordinating home care & nursing support
• Navigating driving & transportation transitions
• Reducing isolation & building a support “village”
• Aligning care decisions with financial planning

Moderated by Allison Foulk, Director of Content at bQuest, this conversation features practitioners on the front lines of aging care:

🔹 Ian Dorfman, Elder Care Homecare (home care & skilled nursing)
🔹 Meredith Eden Guidera, The Hummingbird Project (quality-of-life & creative engagement)
🔹 Jack Angel, Senior Care Authority of Southeast Texas (senior living & care navigation)

Who should attend?
📊 Financial Advisors: Gain the insights and vocabulary needed to guide clients through critical longevity planning.
❤️ Families & Caregivers: Walk away with concrete tools, resources, and strategies to support a loved one’s independence and quality of life.

Can't attend live? Register anyway. All registrants receive the recording + a resource kit.

Register: https://marketing.thebquest.com/august-2026-webinar-series-landing-page

07/21/2026

Following up on our recent finalist news, Lauren Tracy Clough, recently provided a quick breakdown of the four distinct chapters every family eventually faces and how they all impact a client's financial future.

Aging is a universal human experience, yet there is rarely a clear roadmap for it. Families are often left to navigate over 30 different care specialties during some of the most stressful and overwhelming moments of their lives.

But why does this matter for wealth management?

Every single one of these chapters has a direct, profound impact on a family's financial future.

When financial professionals have the right education and tools, they can step in as a trusted anchor. They can bring genuine clarity to a situation that might otherwise feel completely chaotic for a client.

We built the bQuest Navigator™ and our longevity content series to help advisors bridge that exact gap. Being recognized as a finalist for thought leadership reinforces how important these real-life conversations are becoming to the future of wealth management.

We look forward to celebrating the industry's progress in New York on September 10th.

07/16/2026

Home care costs can escalate fast.

A few hours of help a week runs around $3,500 a month. More consistent daytime support moves that closer to $10,000. Round the clock care can reach $30,000 a month.

Alan Serfas, President and Co-Founder of Assistance Home Care, breaks down where those numbers actually come from, and why "we'll figure it out later" is one of the most expensive plans a family can make.

The families who plan for this before it's urgent spend less, and keep more.

Find Alan and other vetted home care providers at thebquest.com

07/15/2026

Parents who won't plan ahead are one of the most common sources of stress advisors hear about from clients.

Erin DiCarlo, founder of Dovetail Companies and a Certified Neurosomatic Intelligence Practitioner with over 20 years supporting families, sees it constantly: adult children trying to force a conversation their parents aren't ready to have.

Her advice runs counter to instinct. Stop trying to be the fixer.

In this video, she shares what steps to take as an adult child that actually help families move past a stalemate. (It's also a key place advisors can add real value beyond the portfolio!)