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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 the emotional pull of a…
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 the American Association of Daily…
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 be a challenge. Ever since…
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 out-of-pocket cost. An Eddy &…
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 can overwhelm both you and…
Want or need? What’s on your bill?
Do you keep close track of your small recurring monthly charges? You likely know how much you spend on big monthly expenses (e.g., housing, insurance, utilities). But do you have…
Safe Deposit Boxes – A World of Their Own
Did you know that your Power of Attorney (POA) document does not automatically give your agent(s) access to your safe deposit box? Safe Deposit Box Access Dilemma Marina has designated…
Do you know where all your assets are?
Have you checked your state’s unclaimed funds website recently? You never know which of your assets may have slipped through the cracks and been “escheated” to the state. What is…
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Videos
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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Videos
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.
Current Posts
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