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The importance of a Certified Senior Advisor®️

The startling results are that the “Eureka Moment” comes at the same time for the 18-24 year old group as the 65+ group. 

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?

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.  

The Snowball Effect – Finances & Aging

As we age our cognitive ability to manage regular tasks, such as IRA distributions, tax preparation and account reconciliation diminish.