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Hiring and Paying In-Home Workers – Part 1
Hiring Privately vs. Using an Agency Hiring household staff and home health aides requires finding trustworthy, competent workers. Selecting the right people to perform the…

- Eddy & Schein Group|
- May 15, 2025|

- Bill Paying |
- Financial Organization |
- Health Insurance |
- LifeKeeping |
- Personal Finance Management |
- Seniors |
What to Do About Lapsed Medical Insurance
If you’re assisting an aunt, neighbor, or grandparent with bills and paperwork, be prepared for some unique situations regarding lapse medical insurance coverage. Eddy &…

- Eddy & Schein Group|
- January 6, 2025|

Wrapping Up Year-End Personal Financial Affairs
As you prepare for the holidays, remember to carve out time to focus on your year-end personal financial affairs. Start the process soon. There’s a…

- Eddy & Schein Group|
- December 3, 2024|

Uncovering the Coverage
When sorting and organizing our clients’ piles of papers and files, we often find they’ve overlooked correspondence and documents related to their insurance policies. This…

- Eddy & Schein Group|
- October 20, 2024|

Uncashed Checks Going Stale
When helping clients organize their finances, we typically start by sorting and reviewing their papers. Sometimes, we find uncashed checks. Determining if a check is…

- Eddy & Schein Group|
- September 19, 2024|

Cash Stashed Under the Mattress
When helping clients organize their finances, we often begin by organizing their papers and belongings. We find the most interesting things… including cash! Cash was…

- Eddy & Schein Group|
- September 12, 2024|

Stock Documents Buried in Piles of Papers
If you’re responsible for a parent’s finances, have you discovered important stock documents hiding in their files or piles of papers and mail? These could…

- Eddy & Schein Group|
- August 20, 2024|

Selecting a Medicaid Pooled Income Trust
Using a Pooled Income Trust to qualify for Medicaid coverage. Several of our clients are concerned about their ability to continue receiving care at home…

- Eddy & Schein Group|
- April 15, 2024|