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How I Realized My Value to Clients As An Insurance Agent
June 28 is Insurance Awareness Day. To participate in this observance day, we are pleased to bring you an article by guest author Lynn Lavender,…

- Eddy & Schein Group|
- June 15, 2017|

What Are the Indicators That a Daily Money Manager Might Be Useful?
There are many situations in which the services of a Daily Money Manager (DMM) can be beneficial, whether it’s dealing with an isolated project or…

- Eddy & Schein Group|
- May 29, 2017|

- Aging Relatives |
- LifeArc |
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Honoring Aging Life Care Professionals!
What do a 97-year-old woman with mild paranoia and beginning stages of dementia, a lonely 86-year-old WWII vet being taken advantage of by a woman…

- Eddy & Schein Group|
- May 29, 2017|

- Aging Relatives |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
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Financial Sleuthing
Daily money managers apply the same principles made famous by Sherlock Holmes. “The world is full of obvious things which nobody by any chance ever…

- Eddy & Schein Group|
- May 22, 2017|

Social Security and Representative Payees
April has been designated as “Social Security Month.” To bring awareness to this important income source, we would like to share a client’s story and…

- Eddy & Schein Group|
- April 12, 2017|

Do You Have Too Many Credit Cards?
Managing credit card debt can be a challenge for anyone, so it is common for Daily Money Managers to find clients dealing with a number…

- Eddy & Schein Group|
- April 12, 2017|

Understanding Memory Loss in Everyday Living
Failure to pay bills is a common early sign of memory loss; the longer it goes unidentified the more troublesome credit card companies can be,…

- Eddy & Schein Group|
- March 19, 2017|

- Aging Relatives |
- Holidays |
- LifeArc |
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…

- Eddy & Schein Group|
- December 21, 2016|
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An interview with Eddy & Schein's Managing Director, Arlene Glotzer, entitled "What are Daily Money Managers and What Do They Do?" is featured on "Solo and Smart," Carol Marak's channel for adults facing potential risks of growing older alone.
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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