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Evaluating Seniors’ Residential Options in a COVID-19 World
In our work as Personal Finance Managers, we are often asked to help evaluate the financial impact of different living situations for seniors. We collaborate…
Are You Going to Preserve Your Quarantine-Learned Financial Behaviors As the American Economy Re-Opens?
The COVID-19 pandemic and resulting U.S. economic downturn have inspired considerable reflection about our sense of financial security. For those who lost jobs and income,…
CARES Act and Your Retirement Opportunities
The CARES Act stimulus legislation passed this Spring offers tax opportunities for certain retirees. As part of the stimulus legislation to combat the economic effects…
Providing Our Clients Continuity During COVID-19
Working remotely is not new for Eddy & Schein Group. While we miss visiting clients in their homes as we practice social distancing, we continue…
Geriatric Care Managers and Home Health Aides: Our Heroes
In the midst of the global pandemic, very few people remain unaffected. With so many communities being encouraged to remain indoors and maintain social distancing,…
- Aging Relatives |
- Funerals |
- LifeArc |
- LifeKeeping |
- LifePace |
Should I Pre-Plan My Funeral?
Some of the common situations seniors and their loved ones encounter when considering funerals and burials lead to many questions. Any of these scenarios could…
Daily Money Managers Help Seniors with Financial Administration
Think of the mail coming into your home. Almost every day there comes something new to add to your To-Do List – bills to pay,…
Health Care Proxy & Power of Attorney: The Roles & The Responsibilities
William is a man in his mid-seventies. Last summer, his family and Gideon Schein convinced William to have a Will, a Power of Attorney, and…
- Rehab |
Coming Home from Rehab: A Checklist for Success
When Robert had a stroke, and we were informed that he was in rehab, we suggested the family hire a geriatric care manager to help…
Communicating with Aging Relatives During the Holidays
The holiday meal is planned. Candles come down from the shelves. Presents are wrapped and cards addressed. We look forward to reconnecting with family. Often,…
A Client Story for Holiday Sharing
Bernice sent out holiday cards every year, and they were a big deal: she had a photo of herself in holiday garb and wrote a…
National Pop Goes the Weasel Day
Pop Goes the Weasel … and Budgeting? June 14 observes National Pop Goes the Weasel Day. All around the Mulberry bush The monkey chased the…
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