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New York Financial Organizers

Organizing Life's Daily Demands

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General Uncategorized

Financial Anxiety Does Not Discriminate

In a society that has not taught financial literacy at…

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Collecting Your Tax Documents
Bank Records Financial Organization Taxes

Collecting Your Tax Documents: A Checklist

When is it time to start collecting your tax documents?…

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Health Insurance Basics
Medical Insurance Issues

Understanding Health Insurance Basics: 10 Common Terms

When enrolling in or changing healthcare plans, it is easy…

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woman replying to email scam
Financial Organization

Signs that the email you just received was a scam

Today I received ANOTHER email thanking me for renewing my…

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Woman discussing an estate account
Financial Organization End of Life Planning

Why Everyone Should Have a Power of Attorney

While conversations surrounding estate plans and Power of Attorney may…

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Financial Organization

When it’s Time to Consider Your Loved Ones Caregiving Needs

“There are only four kinds of people in the world:…

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Woman reviewing medicare information on her computer
Financial Organization Medical Insurance Issues

Medicare: What’s Covered, What’s Not

Medicare is a federally run insurance program that primarily serves…

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DMM-CPA collaboration
Uncategorized

How DMM-CPA Teamwork Can Help You During Difficult Times

Daily money managers frequently work collaboratively with other professionals to…

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Uncategorized

Working With A Daily Money Manager After Divorce

A few years ago, on a networking cruise around Manhattan,…

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Woman calculating her need for medicare supplemental insurance
Medical Insurance Issues

Medicare Supplemental Insurance Can Help Cover Your Medigap

Medicare A and B cover up to 80% of your…

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Our Mission

New York Financial Organizers’ goal is to bring order, ease and peace-of-mind to our clients. We do this by managing the day-to-day financial tasks that can overwhelm the people we help.

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(212) 222-2822

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