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You Probably Need a Personal Finance Manager
Everyone seems to have personal finance management tasks and projects they’re always putting off. Almost every day, something new is added to the To-Do List…
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- Financial Organization |
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- LifeKeeping |
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How to Prevent Financial Tragedy
We have seen more than our share of financial circumstances with tragic outcomes. Almost all of them could have been avoided by having a Finances…
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- Insurance |
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Pension Plans & Medicare Advantage
Enhanced Medicare Advantage plans have become all the rage among pension plans attempting to cut retiree benefit costs. If your pension plan has offered you…
8 Important Things to Give Your Tax Accountant
Accountants are eagerly awaiting your tax materials so they can begin preparing your tax return. Even if filing an extension due to late financial documents,…
What’s So Complicated about Paying Bills?
Paying your utility bill seems like an easy enough process. ConEd sends your bill. You write a check or pay online with your bank account…
Managing Charitable Donations
In our years of working with clients, we have observed different reasons for and ways of making donations. What are yours? Are you responding to…
Rebecca Eddy Honored with AADMM Board Legacy Award
We are pleased to share with our clients, associates, and friends that Rebecca Eddy, Founding Partner of Eddy & Schein Group, has been selected by…
Is that really you on your ID?
Have you ever changed your name? Is your name consistent across your identification documents (IDs)? If not, proving who you are in official situations could…
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Videos
An interview with Eddy & Schein's Managing Director, Arlene Glotzer, entitled "What are Daily Money Managers and What Do They Do?" is featured on "Solo and Smart," Carol Marak's channel for adults facing potential risks of growing older alone.
Rebecca Eddy in conversation with Ella Newman (Norton Advisory Group) about Eddy & Schein's story and services.
Rebecca Eddy speaks about personal finances management for seniors.
Expand your Financial Literacy.
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- Budget 11
- Company Story 5
- Divorce 2
- Financial Organization 56
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- Home Health Care 5
- Insurance 15
- Life Insurance 5
- LifeArc 41
- LifeKeeping 68
- LifePace 32
- Long-Term Care Insurance 11
- Medicaid 7
- Medicare 9
- Personal Finances 24
- Retirement 8
- Seniors 23
- Services 8
- Supplemental Insurance 5
