3 Crucial Estate Planning Documents

Posted by Peter Gordon
On April 25, 2017
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{4:40 minutes to read} Why should you have a living will, healthcare proxy, and power of attorney? People are living longer and enjoying fuller lives. However, it is possible that because of a sudden illness or injury, you may be unable to talk to a doctor to make decisions about your treatment or direct your […]

The Benefits of Community Medicaid for Seniors Who Want to Age in Place

Posted by Peter Gordon
On March 10, 2017
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{2:30 minutes to read} I learned about Community Medicaid through a personal experience. A few years back, my mother had a hip replacement. At that time the doctor said the other hip would need to be replaced within a year. We assumed that everything would go according to schedule and mom would be up and […]

Top Tips to Prepare for Tax Season!

Posted by Peter Gordon
On February 15, 2017
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{1:30 minutes to read} Tax day is drawing near. For our clients, we ensure their tax information is properly organized throughout the year so that when we prepare their tax information report, everything is properly categorized. With this done, we pass their report over to their individual accountants, making it a much more efficient process […]

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 […]

Do You Know Where Your Money Goes?

Posted by Peter Gordon
On December 14, 2016
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{2 minutes to read} One of the most powerful tools we use to help our senior clients is a monthly cash flow report. This monthly report allows clients to see if there’s a surplus or deficit and and if there’s a need to transfer money from savings into checking. The contents of the report […]

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 […]

Prevent Financial Fraud with a Daily Money Manager

Posted by Peter Gordon
On October 3, 2016
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{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, […]

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