A Personal Assistant That Understands The Business of Being a Senior

The family home is something to be cherished.  Filled with memories, tradition and comfort, the home is a source of pride and identity for many in the senior community. As the technology and services of utilities & home maintenance evolve, the overall needs for those aging in place will inevitably change over time too.  Today,Continue reading “A Personal Assistant That Understands The Business of Being a Senior”

Always ask and always be patient

Photo by Gervyn Louis on Unsplash I was recently reminded of a two fundamentals to working with seniors and must be shared with anyone whose parents or loved ones continue to manage their own home and finances.  1.  Always ask if you can help…… even if they’ve already said no five times.  2.  Never assume it comes asContinue reading “Always ask and always be patient”

Managing Your Lifestyle Wherever It May Take You

Photo by James Hose Jr on Unsplash The challenges of Financial Caregiving vary with each client relationship. From the rigors of a family fighting the good fight of cognitive decline, managing the shutdown and end of life services for a family who have lost a loved one or simply assisting someone with their daily money management, the Advisors of Senior ChecksContinue reading “Managing Your Lifestyle Wherever It May Take You”

What Can I Do to Help My Elderly Loved Ones with Their Finances?

Taking control of your parents’ finances can be a difficult matter for the entire family. It can be tough for a person to admit that they need help with their finances, especially when the signs are clear. If they are not keeping up with bill payment, are confused about their statements, or are making poorContinue reading “What Can I Do to Help My Elderly Loved Ones with Their Finances?”

The Continuing Ed of Financial Literacy

According to Investopedia, the definition of Financial Literacy is “understanding of various financial areas including topics related to managing personal finance, money and investing. This topic focuses on the ability to manage personal finance matters in an efficient manner, and it includes the knowledge of making appropriate decisions about personal finance such as investing, insurance, real estate,Continue reading “The Continuing Ed of Financial Literacy”