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, […]

Not All Professionals Are Created Equal

Posted by Peter Gordon
On July 19, 2017
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{2:45 minutes to read} I recently met with a referral to discuss their financial organization. My routine is to always ask if someone has a will, a health proxy, and a power of attorney. She replied that she did, but that she had never paid the attorney for it.

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 […]