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Helping family members with personal finances… the epitome of a sticky wicket.
Helping family members with their personal finances is the epitome of a sticky wicket. There are typically two intervention points. The first is stepping in ahead of situations before they cause serious financial problems, and…
When Reality Hits Close to Home
For 20 years, the partners and staff of Eddy & Schein Group have carefully and compassionately helped our clients manage their personal finances, often through major life events. This week, one of those kinds of…
- Financial Organization |
- Home Health Care |
- LifeArc |
- LifeKeeping |
- Long-Term Care Insurance |
- Personal Finances |
- Services |
Human nature will always define our finances.
As we celebrate 20 years of managing personal finances for an incredibly diverse group of clients, we’ve found that human nature ultimately governs how we handle money. It is simply in our nature to be…
- Budget |
- Company Story |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- Personal Finances |
- Retirement |
- Seniors |
Reflections on 20 Years of Personal Finance Management
This month, Eddy & Schein Group celebrates 20 years of providing personal finance management services for a truly wonderful group of clients. In looking back over the past two decades, we see a consistency of…
Personal Finance Preparedness for Uncertain Times – Part Two
As our lives progress, our finances get more complex and often confusing. Online and on paper, the more accounts there are, the harder it is to monitor and manage them —particularly in emergencies when someone…
Personal Finance Preparedness for Uncertain Times – Part One
If this year was a vanity plate, it would say CHAOS 2020. Medical, economic, and emotional crises are hitting every generation at almost every socioeconomic level. This onslaught of uncertainty has revealed the complexity and…
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…
- All Topics
- Aging Life Care Managers
- Aging Relatives
- Assisted Living
- Budget
- Company Story
- Divorce
- Financial Organization
- Health Insurance
- Home Health Care
- In-Home Care
- Insurance
- LifeArc
- LifeKeeping
- LifePace
- Long-Term Care Insurance
- Personal Finances
- Retirement
- Seniors
- Services
- Supplemental Insurance
- Budget |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- Long-Term Care Insurance |
- Personal Finances |
- Seniors |
Helping family members with personal finances… the epitome of a sticky wicket.
Helping family members with their personal finances is the epitome of a sticky wicket. There are typically two intervention points. The first is stepping in ahead of situations before they cause serious financial problems, and…
When Reality Hits Close to Home
For 20 years, the partners and staff of Eddy & Schein Group have carefully and compassionately helped our clients manage their personal finances, often through major life events. This week, one of those kinds of…
- Financial Organization |
- Home Health Care |
- LifeArc |
- LifeKeeping |
- Long-Term Care Insurance |
- Personal Finances |
- Services |
Human nature will always define our finances.
As we celebrate 20 years of managing personal finances for an incredibly diverse group of clients, we’ve found that human nature ultimately governs how we handle money. It is simply in our nature to be…
- Budget |
- Company Story |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- Personal Finances |
- Retirement |
- Seniors |
Reflections on 20 Years of Personal Finance Management
This month, Eddy & Schein Group celebrates 20 years of providing personal finance management services for a truly wonderful group of clients. In looking back over the past two decades, we see a consistency of…
Personal Finance Preparedness for Uncertain Times – Part Two
As our lives progress, our finances get more complex and often confusing. Online and on paper, the more accounts there are, the harder it is to monitor and manage them —particularly in emergencies when someone…
Personal Finance Preparedness for Uncertain Times – Part One
If this year was a vanity plate, it would say CHAOS 2020. Medical, economic, and emotional crises are hitting every generation at almost every socioeconomic level. This onslaught of uncertainty has revealed the complexity and…
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…
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Watch this video to hear Rebecca Eddy speak about personal finance management for seniors.
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