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… Read more Always ask and always be patient →
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… Read more Managing Your Lifestyle Wherever It May Take You →
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… Read more Client Study: Medicare D Penalties →
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.
Once out of pocket expenditures exceed 10% of adjusted gross income you’ve got deductions!
The startling results are that the “Eureka Moment” comes at the same time for the 18-24 year old group as the 65+ group.
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.