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Bill Paying

Strategies for Meaningful Charitable Giving and Subscription Services

Our mailboxes are constantly flooded with requests for charitable giving from well-intended charities and “special offers” for renewing subscriptions. For seniors, giving can be a rewarding practice that allows them to support causes they feel passionate about. Subscriptions can provide convenience and access to a wide range of products and services. However, for aging adults, keeping track of who they are paying money to and how much is being spent [...]

By |2024-11-06T15:20:55+00:00November 4th, 2024|Bill Paying|Comments Off on Strategies for Meaningful Charitable Giving and Subscription Services
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The Struggles of Tax Preparation with Elderly Clients

Is this scenario familiar to you? Your aging client did not provide you with the documentation you needed to meet the April 15th deadline, so you filed an extension. Now, the October 15th deadline is approaching, and you still don’t have the information that you need. Filing taxes is a complex task for many, but for elderly clients, the process can be particularly daunting. Let’s look at some scenarios we’ve [...]

By |2024-08-30T17:43:17+00:00August 30th, 2024|Bill Paying, Uncategorized|Comments Off on The Struggles of Tax Preparation with Elderly Clients
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Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age

As we age, it can be increasingly challenging to stay organized, manage finances, and keep up with responsibilities. Often, this can be attributed to a combination of cognitive, physical, and lifestyle factors that evolve over time, making tasks that were once routine feel more burdensome. Cognitive decline can make it harder to remember due dates for bills, keep track of important documents, and navigate technology. Physical health issues, such as [...]

By |2024-08-30T17:43:10+00:00August 8th, 2024|Bill Paying, Uncategorized|Comments Off on Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age
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Collaborative Strategies to Help Professionals Complete Year-End Tasks with Elderly Clients

The end of the year is a frenzy of activity for financial and legal professionals as you rush to assist clients with maximizing retirement contributions, minimizing tax bites, facilitating donations, reviewing estate plans and so much more. Completion of these tasks can become more challenging as your clients age. As professionals who work with seniors, whether you are an attorney, financial advisor, or you provide support in the home as [...]

By |2023-12-07T18:52:44+00:00December 7th, 2023|Aging In Place, Bill Paying, Uncategorized|Comments Off on Collaborative Strategies to Help Professionals Complete Year-End Tasks with Elderly Clients
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Understanding Aging in Place: Why Planning Goes Beyond Care Management

When a person thinks about planning for aging in place, they often think of the medical piece first.   Care management, i.e., medical advocacy, medication management, coordinating care including aides to assist with activities of daily living, are critical to maintaining a senior’s well-being. But successfully aging in place goes beyond a person’s medical management. How to maintain an older adult’s personal affairs and their home are equally important. A senior’s [...]

By |2023-11-07T18:56:40+00:00September 6th, 2023|Aging In Place, Bill Paying|Comments Off on Understanding Aging in Place: Why Planning Goes Beyond Care Management
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Would You Know if an Elderly Client Is Being Exploited by a Caregiver?

Katherine was a recent widow. After her husband passed away, his private caregiver, Amanda, convinced Katherine that she could continue to help her with whatever she would need. Katherine could function independently and didn’t really need assistance. But she wanted Amanda’s companionship. So Katherine continued to employ Amanda and allow her access to her credit card — feeling she could trust her since she took such good care of her [...]

By |2022-06-27T14:30:55+00:00June 17th, 2022|Aging In Place, Bill Paying, Caregiving|Comments Off on Would You Know if an Elderly Client Is Being Exploited by a Caregiver?
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The Cost of Clutter

No one likes clutter…but have you ever thought about the costs? As we grow older, clutter can seriously impact the lives of aging adults – financially, physically, mentally and emotionally. Americans collectively spend a whopping $2.7 billion every year simply replacing items that have been lost due to clutter or disorganization. Clutter can result in a number of financial consequences including: ● The loss of income due to the misplacement [...]

By |2022-07-13T15:34:48+00:00April 6th, 2022|Aging In Place, Bill Paying|Comments Off on The Cost of Clutter
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What Daily Money Management Services Can Do

Barbara is 86 years old and recently widowed. Her husband of 65 years handled all of the mail, bill paying and filing. Now, she is saddled with a pile of paperwork and bills that need to be paid. She is overwhelmed and realizes she needs help. But Barbara doesn’t have any nearby family who can assist her — her closest family member lives about three hours away. Barbara knows if [...]

By |2022-06-27T16:01:24+00:00February 25th, 2022|Aging In Place, Bill Paying, Independence|Comments Off on What Daily Money Management Services Can Do
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When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?

It can be heartbreaking when one of your clients dies and leaves a grieving spouse behind. During this sad and often tumultuous time, it’s hard for some surviving spouses to know how to move forward amidst their grief. As you know, after a spouse dies, there are many tasks that have to be tended to. Luckily, they have you as an advisor who can point them in the right direction [...]

By |2022-06-27T16:02:49+00:00January 26th, 2022|Aging In Place, Bill Paying, Caregiving, Independence|Comments Off on When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?
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Does Your Loved One Need Help Managing Daily Finances?

Mike is 85 years old and has always handled his family’s money and bills. Unfortunately, Mike recently had a stroke, is in the hospital and incapable of paying the bills. His wife, Sarah, has never handled their money so doesn’t even know where to start.  ***********  Maria is 90 and has lived alone for the past 15 years. She missed paying a few bills in recent months and is now [...]

By |2021-09-02T20:33:46+00:00June 22nd, 2021|Bill Paying, Independence|Comments Off on Does Your Loved One Need Help Managing Daily Finances?
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Life Managers

You LIVE BETTER when we help manage details of your life!  You will enjoy greater independence, have flexibility, and maintain control over your life.

Let’s discuss your independence.

484-433-0055

Serving the Greater Philadelphia Region.

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