As your precious family members age, they may need support with their everyday financial tasks. Normally, simple tasks like balancing a checkbook and paying day-to-day bills can be challenging and frustrating for the elderly.
If you live close, you could support them with some of these everyday tasks. If you don't, you may want to speak to a professional about some support.
Let us help you with our elder care services. We will make sure you are on the right track and, of course you'll always speak to an honest, caring professional.
Your loved ones will get the assistance they need with their everyday finances and you will remain informed of every step made. Whatever is happening, we will inform you that all you loved one's needs are met.
Whether your family member is no longer completely independent or simply needs a small amount of support to enjoy life, we can support you with the following ways...
- Reviewing and paying household bills, budgeting, and record keeping.
- Assistance with check writing and checkbook balancing.
- Making sure money is received, receipted, and deposited.
- Offering second opinions regarding household issues and unexpected situations.
- Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical
expenses.
- Planning retirement account distributions and safeguard against improper
disbursements.
- Organizing and reviewing personal, financial, and legal documents to determine what needs to be
addressed.
- Preparing an inventory of personal assets and investments.
- Identifying and planning their retirement income, needs, and goals.
- Determining current and long-term cash flow needs by analyzing income and expenses.
- Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term
insurance.
- Monitoring investment portfolio and other assets in conjunction with their investment
advisor.
- Preparing, planning and filing income, trust, gift and estate tax.
- Providing referrals to local services and agencies.
- Arranging proper level of care, transportation, and caregiver assessment.
