Tag Archives: daily money manager

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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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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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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