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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.

Woman helping senior woman with finances.

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?

Senior Couple worrying about finances

What We Leave Behind

All I can do now, is give her husband and children the relief of managing all that is outstanding.   Their grief shouldn’t be compounded by the stress of the mounds of mail and paperwork on the dining room table.  I’ll spend a couple of days each week for the next month shepherding their accounts through adjudication and getting them onto solid ground.  

Too much information

For many in the senior community, there is palpable fear that something will fall through the cracks resulting in financial penalties or the compromise of personal information.  Given the volume communications that the average person receives on a daily basis, anyone can become daunted by it all.  Sifting through account statements, monthly bills and marketing/solicitations takes a keen eye.  Now, remember that these communications are coming at us via snail mail, email and sometimes, on the phone. Just this week, I had a regular visit with a client who was… Read more Too much information