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Tax Season is Here!

Posted by Peter Gordon
On January 15, 2018
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{1:30 minutes to read} A new year is upon us, which means that tax time is on the horizon. So many people leave their planning to the last minute, then scramble to find deductions before the April 15th deadline. At New York Financial Organizers, we organize our clients’ tax information every month of the year. […]

The Affordable “Family Office”

Posted by Peter Gordon
On January 4, 2018
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{3:00 minutes to read} Recently, I was referred by an attorney to a prospective client, Jane. She is helping her parents, who are both in their 90’s and live in an assisted living apartment. Jane coordinates their healthcare needs and pays their bills. Recently, her attorney applied for, and received, Community Medicaid. When receiving Community […]

Protect Yourself From Financial Fraud

Posted by Peter Gordon
On November 7, 2017
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{2:35 minutes to read} I have a client with cognitive loss who has had difficulty organizing his financial paperwork. One of the projects I’ve been working on for him is re-creating his 2015-2016 taxes. In doing this, I discovered a check he wrote for $15,000 to Wells Fargo. He has no account with Wells Fargo, […]

Don’t Go Postal! Protect Yourself From Postal Scams

Posted by Peter Gordon
On August 15, 2017
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{2 minutes to read} A notice flashing across the electronic bulletin board of my mother’s building the other day caught my attention. The author of that notice stated that he had mailed payments for bills at a mailbox on Broadway and East 10th Street and that those envelopes were literally fished out of the mailbox. […]

Do You Have Medical Billing Headaches?

Posted by Peter Gordon
On January 11, 2017
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{3 minutes to read} I was recently referred to a friend’s colleague. His mother was recovering from a stroke and was receiving incredibly high medical bills. His father was overwhelmed by the volume of invoices and insurance claims, and the son was too busy to help. I went to see the couple—Harry is 86 and […]

Do You Know Where Your Money Goes?

Posted by Peter Gordon
On December 14, 2016
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{2 minutes to read} One of the most powerful tools we use to help our senior clients is a monthly cash flow report. This monthly report allows clients to see if there’s a surplus or deficit and and if there’s a need to transfer money from savings into checking. The contents of the report […]

How to Evaluate Consumer Options…and Not Get Cheated!

Posted by Peter Gordon
On November 28, 2016
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{2:20 minutes to read} A daily money manager helps with all aspects of a person’s daily financial life, such as paying bills, reviewing credit card charges and reconciling checking accounts. The leap from meeting a daily money manager to letting them handle these items can be difficult, as there is a lot of trust involved. […]

A Team Approach to Senior Living

Posted by Peter Gordon
On November 15, 2016
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{2:20 minutes to read} For many seniors it is helpful to have a team of professionals – Financial Advisor, Attorney, Geriatric Care Manager, Geriatrician, Home Health Care Workers, etc. – assist them in managing their lives, enabling them to age with dignity. As a Daily Money Manager, I assist people in organizing their finances. I […]

Prevent Financial Fraud with a Daily Money Manager

Posted by Peter Gordon
On October 3, 2016
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{Read in 2:50 minutes} Experts say that a major way of preventing financial fraud or financial elder abuse is to have another set of eyes—beyond those of family and friends—oversee finances and financial decisions, especially for seniors. As a daily money manager, I help people who may not have anyone else to pay their bills, […]

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