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Understanding Investment and Tax Documents
Understanding the financial concepts orbiting your life will help you make better decisions about money now… and in the future. Financial literacy is key. Tax…

- Eddy & Schein Group|
- January 30, 2021|

- Financial Literacy |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Personal Finances |
Building Financial Literacy
With the recent news of the extraordinary movement of a stock price, you may be feeling a bit insecure about your financial knowledge. What happened…

- Eddy & Schein Group|
- January 15, 2021|

- 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…

- Eddy & Schein Group|
- January 6, 2021|

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…

- Rebecca Eddy|
- December 19, 2020|

- 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…

- Eddy & Schein Group|
- December 2, 2020|

- 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…

- Eddy & Schein Group|
- November 20, 2020|

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…

- Eddy & Schein Group|
- October 29, 2020|

- Financial Organization |
- Health Insurance |
- Insurance |
- Life Insurance |
- Long-Term Care Insurance |
- Medicaid |
- Medicare |
- Personal Finances |
- Services |
- Supplemental Insurance |
Personal Finance Preparedness for Uncertain Times – Part One
If this year were a vanity plate, it would say CHAOS 2020. Medical, economic, and emotional crises are hitting every generation at almost every socioeconomic…

- Eddy & Schein Group|
- October 28, 2020|
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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.
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