Author Archives: Peter Gordon

Tax Season is Here!

{1:30 minutes to read} A new year is upon us, which means that tax time is on the horizon. So many people leave their planning to the last minute, then scramble to find deductions before the April 15th deadline. At … Continue reading

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The More Affordable “Family Office”

{3:00 minutes to read} Recently, I was referred by an attorney to a prospective client, Jane. She is helping her parents, who are both in their 90’s and live in an assisted living apartment. Jane coordinates their healthcare needs and … Continue reading

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How Can a CSA Help Seniors and Their Families?

{2:45 minutes to read} I began New York Financial Organizers in January of 2015. During the previous four months, I explored the world of geriatric services, joining a wonderful organization, the Orion Research Group, as an exploratory member. Many other … Continue reading

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Protect Yourself From Financial Fraud

{2:35 minutes to read} I have a client with cognitive loss who has had difficulty organizing his financial paperwork. One of the projects I’ve been working on for him is re-creating his 2015-2016 taxes. In doing this, I discovered a … Continue reading

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Meditation Tips: Helping You Live a Better Life

{2:20 minutes to read} As a Daily Money Manager, I work closely with my clients and develop relationships that transcend paying bills. I’d like to share how I helped one client in a way that might be beneficial to you … Continue reading

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Don’t Go Postal! Protect Yourself From Postal Scams

{2 minutes to read} A notice flashing across the electronic bulletin board of my mother’s building the other day caught my attention. The author of that notice stated that he had mailed payments for bills at a mailbox on Broadway … Continue reading

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Not All Professionals Are Created Equal

{2:45 minutes to read} I recently met with a referral to discuss their financial organization. My routine is to always ask if someone has a will, a health proxy, and a power of attorney. She replied that she did, but … Continue reading

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3 Components to Review in Long-term Care Insurance Policies

I pride myself on having a network of experts that I can turn to when clients have issues in areas I am not familiar with. In order to share this information with others, I will be posting guest blogs from … Continue reading

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3 Crucial Estate Planning Documents

{4:40 minutes to read} Why should you have a living will, healthcare proxy, and power of attorney? People are living longer and enjoying fuller lives. However, it is possible that because of a sudden illness or injury, you may be … Continue reading

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The Benefits of Community Medicaid for Seniors Who Want to Age in Place

{2:30 minutes to read} I learned about Community Medicaid through a personal experience. A few years back, my mother had a hip replacement. At that time the doctor said the other hip would need to be replaced within a year. … Continue reading

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