Blog Posts & Articles
Category Filters
- All Topics
- Budget 11
- Financial Literacy 24
- Financial Organization 56
- Financially Organized 5
- Funerals 2
- Investments 5
- LifeArc 40
- LifeKeeping 68
- LifePace 32
- Personal Finance Management 22
- Taxes 16
An Estate Executor’s Financial Challenges:
Checks Received After a Death
Whether a decedent has a sizable estate or not, there are times when checks come in that have no home. If the decedent’s assets were…
An Estate Executor’s Financial Challenges:
The Basics
If you’ve been appointed to be an estate executor, your job is to manage the estate’s financial affairs and carry out the deceased person’s final…
What You Can Learn from Analyzing Your Tax Return
Now that your taxes are prepared and ready to file, consider one more valuable step… analyzing your tax return. It’s a good opportunity to let…
Tax Liability on Real Estate Sales
Real estate ownership often represents an individual’s or couple’s largest asset, and its sale can significantly impact their tax liability. This is among the key…
Tax Deductions for Medical Expenses
One of the most challenging tax deductions for our clients is medical expenses. For medical expenses to be deductible, the total costs must exceed 7.5%…
Overcoming Tax Season Anxiety
Tax season has begun! And for many, the daunting task of tax preparation provokes anxiety and procrastination. And a lack of financial organization makes the…
- Financial Organization |
- Financially Organized |
- Investments |
- Personal Finance Management |
- Taxes |
Get Financially Organized for the New Year
We are big believers in being financially organized. To get you started in the new year, we’ve assembled a collection of our articles focused on…
- Budget |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Personal Finance Management |
- Taxes |
The Value of Financial Organization
Financial organization leads to better decision-making. And better decision-making means being better prepared for achieving your long-term financial goals. At Eddy & Schein Group, we…
Share
Search our Blog
Videos
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.
Expand your Financial Literacy.
Learn more in our videos.
Current Posts
- All Topics
- Aging Relatives 35
- Budget 11
- Divorce 2
- Financial Literacy 24
- Financial Organization 56
- Insurance 15
- Investments 5
- Life Insurance 5
- LifeArc 40
- LifeKeeping 68
- Long-Term Care Insurance 11
- Medicare 9
- Personal Finance Management 22
- Personal Finances 24
- Pre-Planning 2
- Retirement 8
- Seniors 22
- Taxes 16
