Tag Archives: finances

Financial Organizing & Beyond: Benefits of a Daily Money Manager

{2:05  minutes to read} About six months ago, I was referred by an attorney to Sally and Judy. Their parents are on Community Medicaid, and their bills must be paid through a pooled trust. The reason the attorney referred me … Continue reading

Posted in Financial Organization, Pooled Income Trust | Tagged , , , , , , , , | Leave a comment

The 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