Bquest

10/08/2026

Some of the most productive aging conversations happen when the adult child steps back.

On Tony Steuer, CLU, IPA, LA, CPFFE's Get Ready Before Life Happens podcast, Lauren Tracy Clough shared something care providers in the bQuest network describe often. A parent who has resisted talking about care for years opens up to a skilled professional sitting in the family living room. Suddenly a community tour, or a caregiver a few days a week, is on the table. The family that spent years trying to get there is often stunned.

Family dynamics explain much of it. When a grown child tells a parent it's time to talk about care, it can feel like a role reversal that neither of them asked for. A trusted third party takes some of that weight off. That might be a care professional, or it might be a financial advisor leading a family meeting.

The full conversation also covers aging in place, building care costs into the financial plan, and what happens when the crisis call comes. Thank you, Tony, for having Lauren on.

https://www.tonysteuer.com/blog/how-to-create-an-aging-plan-before-life-happens

10/07/2026

"I didn't know you existed."

Aging Life Care Managers® hear some version of that from families all the time, usually after a crisis has already started. Paula Span's New York Times piece this weekend looks at why the profession is still so hard for families to find, and what changes once they do.

Congratulations to Aging Life Care Association®, Lina Supnet-Zapata,MBA, CMC, TxCG of Mir Care Consultants, Inc., and Susy Elder Murphy of Aging Well Eldercare. We're proud to see your work and mission highlighted!

They can arrange a move to a senior living facility, deal with Medicare and Medicaid, recommend doctors, drive a client to the dentist, and much more.

09/29/2026

Most advisors who know bQuest know us for two things: connecting client families to vetted aging care professionals, and helping clients plan for the care they'll want long before they need it.

Both are real. Neither is the whole platform.

In this clip, CEO and co-founder Lauren Clough walks through what sits behind them.

A care calculator, built because advisors kept raising the same problem. When a client starts pricing senior living, the financial model needs a real number, not a placeholder.

A growth engine, for putting this in front of prospects who are already living it and have no idea a firm offers anything different.

A digital library of checklists, playbooks, articles and webinars that advisors and their clients can both use.

And care intelligence, drawn from client-entered data and platform activity, which changes the timing of everything else. Knowing what a client is planning for or already navigating, before the crisis call rather than after it.

Clip below. For firms already doing this work: which of the four would make the biggest difference?

09/24/2026

"We're excited to share that Kelly Baird, COO & Co-Founder of bQuest, will be presenting a continuing education session for the American Association of Daily Money Managers this September!

Building Better Partnerships with Financial Advisors: How Daily Money Managers Can Become Essential Members of the Longevity Planning Team

📅 September 30, 2026
🕔 5:00–6:00 PM ET
💻 Virtual via Zoom

As clients live longer and face increasingly complex aging, caregiving, and financial decisions, collaboration between financial advisors and aging care professionals has never been more important.

This session will explore how Daily Money Managers can build stronger relationships with financial advisors, better communicate their value, and become integral members of a client's longevity planning team. Through practical examples and real-world scenarios, attendees will gain actionable strategies for creating more coordinated support systems that improve outcomes for older adults and their families.

At bQuest, we're proud to champion the partnerships that make holistic longevity planning possible. Whether you're a Daily Money Manager looking to strengthen your advisor relationships or a financial advisor interested in building a trusted network of aging care professionals, we're excited to continue advancing these conversations together.

If you're a Daily Money Manager, we hope you'll join us! Registration is available through the American Association of Daily Money Managers. https://aaodmm.wildapricot.org/event-6780989

"

09/24/2026

When a client is hospitalized, the questions come fast and they're almost entirely logistical: how many hours of coverage, what day can someone start, which agency can take it on.

Ian Dorfman, Senior Director of Strategy and Partnerships at Elder Care Homecare, starts somewhere else. Before he answers any of that, he wants to know who in the family is making the decision, and whether they're actually able to.

In the scenario he walks through, what the family wants is never in question. Robert wants to come home, and everyone agrees that's the goal. The complication is Gloria, his wife, who would ordinarily coordinate every piece of this and who has an Alzheimer's diagnosis of her own.

So the real question stops being what care Robert needs and becomes who steps in beside Gloria to arrange it. That might be adult children, a power of attorney, a health care proxy, or sometimes the financial advisor, who is often the only person with continuity across both of their lives.

As Ian puts it, before we solve, we assess.

Advisors, do you know who holds that role in your client families before the call comes?

09/21/2026

"I'll never put you in a home."
"I'll never take your car keys."

Families make these promises at kitchen tables, in hospital parking lots, in the car on the way home from a bad appointment. They are made out of love and they are almost always made honestly.

The trouble is what they promise. A method, not an outcome. And the method depends on conditions nobody can forecast: how the illness progresses, what a spouse's own health does, what care costs five years from now, whether the adult children still live nearby.

Meredith Eden of The Hummingbird Project, a national provider in the bQuest network, sees what happens when those conditions shift. The family isn't just making a hard decision. It's breaking a promise, and the guilt slows everything down at the exact moment speed matters.

The version that holds up sounds different. Not "I'll never," but "here is what matters most to you, and here is how we'll protect it no matter what changes."

09/21/2026

A client asks for a referral to an aging life care manager for their mother. Two options, both bad. Say no, and become the advisor who couldn't help with the hardest thing happening in that family this year. Or make the referral without really knowing the provider, and own whatever comes next.

Most advisors pick the second one, because the first costs a relationship.
Our CEO and co-founder Lauren Tracy Clough talked with Financial Planning about why that tradeoff is the wrong one to be stuck with, and why the risk runs further than the referral itself.

An advisor who doesn't know what a client wants their later years to look like, or what that care will realistically cost, is building a plan around a blank space.

The advisors handling this well have mostly stopped treating aging care as something outside the plan. They ask earlier, they know who they'd call, and they aren't starting from a search engine at the worst possible moment.

Article linked here:

As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.

09/16/2026

An entire magazine issue devoted to longevity planning. That is the part worth noting.

The September issue of AdvintroEdge Magazine is built around longevity planning, and the bQuest white paper, Retirement Planning Is Broken, ran in it in full.

The argument in short: conventional retirement planning was built to answer one question, will the money run out? Longer lives added a second. How those decades actually get lived, and what health care, caregiving, and care coordination require along the way. That second question is what longevity planning is for.

Two years ago the term needed explaining. Now it carries a full themed issue, with articles on estate planning, long-term care technology, tax strategy for longer retirements, and video marketing all organized around the same premise.

Good company to be in, and a good sign for the advisors doing this work.

Issue linked here: https://heyzine.com/flip-book/03be5c508c.html /81

09/15/2026

We won! 🏆

bQuest is honored to be named the 2026 Industry Award winner for Technology Providers: Thought Leadership.

This recognition means so much because it reflects something we deeply believe: conversations about longevity, aging and care belong in wealth management.

Over the past year, we’ve worked to bring those conversations forward through our webinar series, white papers, educational resources and expert-led content, tackling the real-life aging and care decisions that are intrinsic to financial planning.

We’re grateful to Wealth Management for this recognition, to the advisors and partners who believe in this work, and to every expert and contributor who has shared their knowledge and helped us bring these important conversations forward.

Celebrating this moment in NYC: Lauren Tracy Clough Kelly Baird & Allison Foulk

We’re incredibly proud of this one. 👏

09/04/2026

“Mom, your driving is terrible” probably isn’t going to get you very far.

Talking with an aging parent about driving can be one of the hardest conversations a family has, and the way you start that conversation can make all the difference.

Instead of making it about whether someone is a “good” or “bad” driver, start with what you’ve actually observed:

🚗 “I noticed you had a hard time seeing that intersection last week.”

🚗 “I’ve noticed a few new dents on the car.”

🚗 “I felt nervous when we were driving together the other day.”

Specific observations give families something concrete to talk about without making the conversation feel like an accusation.

So where can families turn for help? Senior care expert Jack Angel of Senior Care Authority of Southeast Texas shares why a Certified Senior Advisor can be a good place to start, along with some of the transportation resources available in both rural and urban communities.

And underneath the conversation is something important: love. Giving up driving can feel like giving up independence, so these conversations can bring up a lot of emotion. Approaching them with care, patience and a genuine desire to keep someone safe can make a difficult conversation a little easier.

For financial advisors, this is an important conversation to be aware of, too.

Changes in driving and transportation can affect where a client lives, how they access care and what kind of support they may eventually need, with implications for the financial plan along the way.

Watch Jack’s advice below, and share it with a family who may be navigating this conversation. 👇