Organizing Life’s Daily Demands with Andrew Jaloza (Podcast)

Posted by Peter Gordon
On April 12, 2022
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A fascinating chat with a friend and trusted advisor, Andrew Jaloza of The Estate Planning & Elder Law Group. We often work together since we have the same goal – to help minimize confusion and frustration for our clients and their families by taking care of the details. xosotin chelseathông tin chuyển nhượngcâu lạc bộ […]

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

Posted by Jacob Gordon
On December 20, 2021
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“There are only four kinds of people in the world: Those who have been caregivers. Those who are currently caregivers. Those who will be caregivers, and those who will need a caregiver.” – Rosalyn Carter When visiting our loved ones this holiday season, we need to be aware of whether or not they need additional […]

How Would It Feel To Have Eldercare Counsel At Your Fingertips?

Posted by Peter Gordon
On May 12, 2021
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I became a Daily Money Manager as a result of caring for my aging parents. That’s when I learned about geriatric care management, home care and attending to their growing medical needs, both physical and psychological. While sitting with them in doctor’s waiting rooms, people would overhear me explaining things to my folks. They’d lean […]

How Are The Seniors In Your Life Managing Their Mental, Emotional And Physical Wellbeing?

Posted by Peter Gordon
On April 28, 2021
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As a Daily Money Manager, I describe myself as “Part Bookkeeper, Part Social Worker.” Today I have two in-person appointments with clients, something I’ve been very selective about during the course of the pandemic. We’ll be meeting with masks on and staying six feet apart. Since getting my second vaccine a week ago, I’m looking […]

Do you know the “personal burn rate” of your elderly parents or loved ones?

Posted by Peter Gordon
On April 14, 2021
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The term “burn rate” normally refers to businesses. It is a measurement of how quickly a company is spending money. So why I am writing about it? Many of our elderly clients are in their final years and are anxious and concerned about how long their money will last. Very often they are in assisted […]

Do your elderly parents or loved ones have online accounts set up for their long term care policies?

Posted by Peter Gordon
On April 9, 2021
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Last week I sat down with a relatively new client. Our in person meeting was a relief. I was fourteen days past my second #COVID vaccine; my client was already vaccinated. We were situated six feet apart with masks on. We have an onboarding process for new clients which requires us to get a lot of information, […]