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Tag: peter gordon

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Intersection of Technology & Healthcare: MIT AgeLab

  • Posted by Peter Gordon
  • On November 19, 2018
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{4:20 minutes to read} I am a proud member of the Orion Resource Group, a membership organization of senior and elder care specialists who work for the benefit of their clients and loved ones. Members are professionals with expertise who possess a deep passion and caring for what they do, and empathy for those they […]
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Why Design a Personal Finance & Admin Team?

  • Posted by Peter Gordon
  • On October 3, 2018
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The cohesion of professionals working together provides seamless service for the client. Referrals: A Two-Way Street Quite often my clients are referred to me by trusted advisors, such as Attorneys, Geriatric Care Managers or CPAs. These professionals have identified someone who needs my services. New client referrals have also come from family members of people […]
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Do You Know Where Your Cash Goes (and Flows)?

  • Posted by Peter Gordon
  • On August 21, 2018
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The backbone of our business is the monthly review and reconciliation of our clients checking and credit card accounts through Quickbooks Online.This review ensures that all transactions are proper, with no evidence of financial fraud. Each month, all expense and income transactions are categorized allowing for the documentation of how much money is coming in, […]
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How Old (or Young) Do I Need to Be to Have a DMM?

  • Posted by Peter Gordon
  • On August 8, 2018
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Although there is no age criteria for working with a Daily Money Manager (DMM), around 85% percent of my clients are considered elderly — they have lost some of their decision-making capabilities to stay on top of their bills. On the other hand, I have some clients who are just really busy and need help […]
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A Rewarding Career Choice: Daily Money Manager

  • Posted by Peter Gordon
  • On July 5, 2018
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A few weeks ago, I assisted Rebecca Eddy, Co-Founder of Eddy & Schein, with teaching a business basics course for the American Association of Daily Money Managers (AADMM). Rebecca is a partner at  Eddy & Schein, which provides, among other services, in-home administration for seniors. The training we presented covered the day-to-day responsibilities, challenges, and […]
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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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Cyber Hijacking, It Can Happen to You

  • Posted by Peter Gordon
  • On May 30, 2018
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Cybercrime is on the rise and online “hijacking” is an epidemic. It is critical to be aware of how these crimes happen.   In most cases, scam artists posing as technical support professionals call individuals and claim they are from Microsoft or Apple, and that they’ve noticed a virus on your computer. They ask you […]
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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, […]
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Don’t Go Postal! Protect Yourself From Postal Scams

  • Posted by Peter Gordon
  • On August 15, 2017
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{2 minutes to read} A notice flashing across the electronic bulletin board of my mother’s building the other day caught my attention. The author of that notice stated that he had mailed payments for bills at a mailbox on Broadway and East 10th Street and that those envelopes were literally fished out of the mailbox. […]
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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.