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How a Daily Money Manager helps with Your Tax Return Preparation

Posted by Peter Gordon
On March 1, 2022
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Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention, remember instructions, and juggle multiple tasks successfully”.1 Addressing Signs of a Cognitive Problem […]

Collecting Your Tax Documents: A Checklist

Posted by Jacob Gordon
On January 24, 2022
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When is it time to start collecting your tax documents? While it is always good to make sure you and your loved ones are checking your mail, January is a particularly important time to make sure you receive by mail any documents you will need to file your taxes for the previous year. For seniors […]

How Old (or Young) Do I Need to Be to Have a DMM?

Posted by Peter Gordon
On August 8, 2018
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Although there is no age criteria for working with a Daily Money Manager (DMM), around 85% percent of my clients are considered elderly — they have lost some of their decision-making capabilities to stay on top of their bills. On the other hand, I have some clients who are just really busy and need help […]

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. […]

Top Tips to Prepare for Tax Season!

Posted by Peter Gordon
On February 15, 2017
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{1:30 minutes to read} Tax day is drawing near. For our clients, we ensure their tax information is properly organized throughout the year so that when we prepare their tax information report, everything is properly categorized. With this done, we pass their report over to their individual accountants, making it a much more efficient process […]

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