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It’s Time for a Personal Finances Reboot
As the nation moves cautiously into the next stages of recovery, Millennials, Gen-Xers, and Boomers alike are redefining “essential spending.” While a reset of personal finance habits can be beneficial for any generation, we’re seeing…
Can You Afford Divorce after 50?
While the overall rate of divorce in the U.S. has actually been dropping following the surge that began in the 1970s, the number of divorces among those over 50, called Gray Divorce, is climbing dramatically.…
Do I Really Need Additional Insurance?
You’re at the rental car counter reading the punishing consequences of not buying the additional coverage. You’re trying to remember if your auto policy covers you, or if the credit card you’re using does that,…
You Need a “Personal Finances Go Bag!”
The year 2020 has shown us that, despite typical emergency planning, atypical disruptions can affect your personal finances, particularly bill paying. Staying current with bill paying is critical to protecting your home, health, car, as…
Helping Senior Parents Organize for 2020 Tax Preparation
Useful tips for supporting aging parents with tax record keeping and documents. Each year, particularly at tax time, more and more adult children of aging parents take on the often-difficult job of helping manage aspects…
- Aging Life Care Managers |
- Aging Relatives |
- Assisted Living |
- In-Home Care |
- LifeKeeping |
- Seniors |
Evaluating Senior Living Options during the COVID-19 Pandemic
Considerations for three main senior living options during the pandemic. 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, the importance of having some savings to help meet housing…
- Aging Relatives |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Medicaid |
- Retirement |
- Services |
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 of the coronavirus pandemic, Congress suspended the mandated payouts (called…
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 to provide our valuable services, even during the quarantine. The…
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, COVID-19 shines a light on the unseen heroes that keep…
- Aging Relatives |
- Funerals |
- LifeArc |
- LifeKeeping |
- LifePace |
- Medicaid |
- Seniors |
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 be facing you and your family: George is getting older…
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, calls or emails about insurance, wills to complete, retirement to…
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Watch this video to hear Rebecca Eddy speak about personal finance management for seniors.
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