Category Archives: Financial Organization

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

Posted in Bank Records, Bill Paying, Financial Organization, Taxes | Tagged , , , , , , , , , | Leave a comment

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

Posted in Bill Paying, Financial Organization, Medical Insurance Issues | Tagged , , , , , , , | Leave a comment

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

Posted in Financial Organization, General | Tagged , , , , , , , | 1 Comment

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

Posted in Financial Organization, Medical Insurance Issues | Tagged , , , , , , , , | Leave a comment

Top Tips to Prepare for Tax Season!

{1:30 minutes to read} Tax day is drawing near. For our clients, we ensure their tax information is properly organized throughout the year so that when we prepare their tax information report, everything is properly categorized. With this done, we … Continue reading

Posted in Financial Organization, Taxes | Tagged , , , , , , | Leave a comment

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

Posted in Bill Paying, Financial Organization, Medical Insurance Issues | Tagged , , , , , , , , , | Leave a comment

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

Posted in Bill Paying, Financial Organization, Online Record Keeping | Tagged , , , , , | Leave a comment

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

Posted in Bill Paying, Financial Organization | Tagged , , , , , , , | Leave a comment

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

Posted in Bill Paying, Financial Organization, General | Tagged , , , , , , , , , , | Leave a comment

Questions to Ask When Interviewing Financial Professionals

{2:10 minutes to read} For a number of different reasons, seniors may have an interest in changing their Financial Advisor. When doing so, it is important to get some core information from the individual you intend to entrust your savings … Continue reading

Posted in Financial Organization | Tagged , , , , | 1 Comment