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Navigating Major Financial Decisions
As young adults leave home, their two most important financial decisions will revolve around their largest expenses – housing and possibly transportation. Your task is…

- Eddy & Schein Group|
- February 22, 2024|

Nurturing Financial Wisdom and Money Management
What Would You Tell Your Younger Self about Money Management? Whether your children are facing life’s financial journey as recent college graduates, starting their first…

- Eddy & Schein Group|
- January 25, 2024|

Undermining a POA Could Lead to Guardianship
Attorneys and Daily Money Managers (DMMs) encourage individuals (principals) to prepare estate plans. This process includes appointing an agent under Power of Attorney, well in…

- Eddy & Schein Group|
- October 29, 2023|

Pre-Planning to Avoid Guardianship
If a person is deemed incompetent, ideally, their agent under Power of Attorney (POA) or their trustee will handle their financial matters. If the person…

- Eddy & Schein Group|
- October 28, 2023|

- Divorce |
- LifeArc |
- Personal Finances |
How to Handle Personal Finances After Divorce
by Ian Steinberg, a matrimonial and family law attorney with Berkman Bottger Newman & Schein, and Arlene Glotzer, Managing Director at Eddy & Schein Group…

- Eddy & Schein Group|
- October 28, 2023|

Working with Professional Advisors
When helping a family member or friend with their personal finances, you may meet with their investment managers, accountants, attorneys, and other professionals. Comprehensive information…

- Eddy & Schein Group|
- October 19, 2023|

- Aging Relatives |
- Financial Organization |
- Life Insurance |
- LifeKeeping |
- Personal Finance Management |
An Estate Executor’s Financial Challenges:
Estate Assets
As an executor, your responsibility is to identify all assets. One of your first priorities will be to locate and secure the belongings and finances…

- Eddy & Schein Group|
- October 1, 2023|

An Estate Executor’s Financial Challenges:
Debts, Bills & Banking
An estate executor is responsible for managing the estate’s finances. This includes opening a bank account specifically for the estate and collecting any money owed…

- Eddy & Schein Group|
- October 1, 2023|
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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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