Category Archives: General

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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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 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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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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