Tag Archives: seniors

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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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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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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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

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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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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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