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Tag: money management

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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 […]
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Prevent Financial Fraud with a Daily Money Manager

  • Posted by Peter Gordon
  • On October 3, 2016
  • 0
{Read in 2:50 minutes} Experts say that a major way of preventing financial fraud or financial elder abuse is to have another set of eyes—beyond those of family and friends—oversee finances and financial decisions, especially for seniors. As a daily money manager, I help people who may not have anyone else to pay their bills, […]