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”

Senior Security: Fraud & Identity Theft

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.  

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.