Category Archives: Bill Paying

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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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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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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Do You Have Medical Billing Headaches?

{3 minutes to read} I was recently referred to a friend’s colleague. His mother was recovering from a stroke and was receiving incredibly high medical bills. His father was overwhelmed by the volume of invoices and insurance claims, and the … Continue reading

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Do You Know Where Your Money Goes?

{2 minutes to read} One of the most powerful tools we use to help our senior clients is a monthly cash flow report. This monthly report allows clients to see if there’s a surplus or deficit and and if there’s … Continue reading

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How to Evaluate Consumer Options…and Not Get Cheated!

{2:20 minutes to read} A daily money manager helps with all aspects of a person’s daily financial life, such as paying bills, reviewing credit card charges and reconciling checking accounts. The leap from meeting a daily money manager to letting … Continue reading

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A Team Approach to Senior Living

{2:20 minutes to read} For many seniors it is helpful to have a team of professionals – Financial Advisor, Attorney, Geriatric Care Manager, Geriatrician, Home Health Care Workers, etc. – assist them in managing their lives, enabling them to age … Continue reading

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Prevent Financial Fraud with a Daily Money Manager

{Read in 2:50 minutes} Experts say that a major way of preventing financial fraud or financial elder abuse is to have another set of eyes—beyond those of family and friends—oversee finances and financial decisions, especially for seniors. As a daily … Continue reading

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