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Talking About Money – The Elephant In The Room

My parents taught me it wasn’t polite to talk about money. To this day, I have no idea how much my parents income was over the years nor what they have in savings. That’s not even getting into their wills, estate planning or types of insurance they may or may not have. Every day, I hear the same from peers – the bulk of people really don’t know what kind of future their parents are prepared for. Generally, most families just chug along without transparency around Advanced Care Planning, Estate/Trust… Read more Talking About Money – The Elephant In The Room

Senior Security: Fraud & Identity Theft

The methods that can be used to milk you or your loved one out of life savings and future financial security truly can be insidious.  Just this past week, I received a call from a family seeking help for their father after he shared his Social Security number with his new neighbor on the promise of being included in a mythical real estate investment.  

Client Study:  “Anne”

Part of her service request was tax preparation assistance as her taxes had not been filed and her previous CPA was no longer in business.  The home health agency referred her to Senior Checks & Balances (SCB) for guidance.

Financial Caregiving

Who is protecting and advising on household budgets, household spending, tax documentation preparation, Medicare enrollments and the litany of other details that clog our inboxes and mail slots?  Who is insuring that the other four stakeholders, listed above, are working in concert?