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.

How Can a CSA Help Seniors and Their Families?

Posted by Peter Gordon
On November 28, 2017
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{2:45 minutes to read} I began New York Financial Organizers in January of 2015. During the previous four months, I explored the world of geriatric services, joining a wonderful organization, the Orion Research Group, as an exploratory member. Many other members suggested that I become a Certified Senior Advisor (CSA).

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 […]

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 […]

Questions to Ask When Interviewing Financial Professionals

Posted by Peter Gordon
On October 19, 2016
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{2:10 minutes to read} For a number of different reasons, seniors may have an interest in changing their Financial Advisor. When doing so, it is important to get some core information from the individual you intend to entrust your savings to. Here are a few excellent questions to ask: How do you get paid for […]

Tag: financial advisor