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”

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”

Client Study: Medicare D Penalties

Just this past week we helped a new client enroll in Medicare D for the first time. Unbeknownst to them, they were about to encounter two big penalties – Delayed Enrollment & Income Related Monthly Adjustment Amount (IRMAA). “Sally” is a 73 year old widow in excellent health. Due to a combination of factors includingContinue reading “Client Study: Medicare D Penalties”