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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…
Is the Cost of Your Medical Procedure Covered?
Medical expenses are notorious for blowing the family budget, but with some homework before a planned medical procedure, you might be able to limit the…
Do You Need to Keep Investment Statements?
As an investor, you’re receiving monthly investment account statements, as well as annual statements and tax documents. Whether they arrive on paper or digitally, they…
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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.
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