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Tag: finances

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Have You Discovered Any Previously Hidden Or Unknown Information On A Credit Report?

  • Posted by Peter Gordon
  • On May 26, 2021
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It’s important to keep an eye on your credit report. It’s easy to get one; many financial institutions are offering them to individuals at no extra charge. A client’s daughter was curious as to her father’s credit report and credit score. Through their Capital One Business account we were able to access their credit score which was […]
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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 […]
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Talking with Your Aging Parents about Their Finances & Health

  • Posted by Peter Gordon
  • On June 20, 2018
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My company helps individuals organize their financial matters by assisting with bill paying, processing insurance claims, and managing their households. I always encourage my clients to have updated legal documents, too — including a will, advance healthcare directive, and Power of Attorney. It is critical for all adults to have these documents up-to-date.
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Financial Organizing & Beyond: Benefits of a Daily Money Manager

  • Posted by Peter Gordon
  • On February 27, 2018
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{2:05  minutes to read} About six months ago, I was referred by an attorney to Sally and Judy. Their parents are on Community Medicaid, and their bills must be paid through a pooled trust. The reason the attorney referred me to Sally and Judy is because they needed some help with the process of dealing […]
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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 […]