Tag: Personal Finances

pickpocket stealing wallet from a purse

How to Minimize International Travel Risks – Part Three

Precautions While Traveling Please enjoy this final article of our three-part series of articles about minimizing the international travel risks for monetary and identity problems – lost money or lack of access to funds, lost ID or passport, or lost time dealing with those problems. This article, Part Three, offers tips for staying safe during…
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How to Minimize International Travel Risks – Part Two

Arrangements Prior to Departure Welcome back to our three-part series of articles about minimizing international travel risks for monetary and identity problems – lost money or lack of access to funds, lost ID or passport, or lost time dealing with those problems. In Part Two, we offer tips for the time leading up to your…
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How to Minimize International Travel Risks – Part One

Advance Planning and Preparation International travel is exciting, enlightening, and educational. But it does carry risks of financial and identity predicaments – lost money or lack of access to funds, lost ID or passport, or lost time dealing with the problem. Our series of three articles for a safer, less stressful trip provides suggestions and…
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You need a personal finance manager.

You Probably Need a Personal Finance Manager

Everyone seems to have personal finance management tasks and projects they’re always putting off. Almost every day, something new is added to the To-Do List – bills to review, calls or emails about insurance, wills to complete, retirement to plan, and so much more. Now imagine handling all this with impaired eyesight, decreased hearing, arthritic/shaky…
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Financial frustration without a finances baseline

How to Prevent Financial Tragedy

We have seen more than our share of financial circumstances with tragic outcomes. Almost all of them could have been avoided by having a Finances Baseline. These predicaments, ranging from terminated long-term care insurance policies and taxes on excessive capital gains to bank problems and fraud, are mostly caused by our clients’ misperceptions of their…
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Pension Plans & Medicare Advantage

Enhanced Medicare Advantage plans have become all the rage among pension plans attempting to cut retiree benefit costs. If your pension plan has offered you automatic enrollment in Medicare Advantage (if you “do nothing”), or the choice to opt out, read on… Coverage Medicare Advantage, aka Medicare Part C, functions like commercial insurance. Enhanced Medicare…
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8 Important Things to Give Your Tax Accountant

Accountants are eagerly awaiting your tax materials so they can begin preparing your tax return. Even if filing an extension due to late financial documents, like K-1s, or extenuating circumstances, accountants need your information sooner than later. Once you submit your tax materials, your accountant can let you know what tax you’ll be paying (by…
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Rebecca Eddy honored with AADMM Board Legacy Award

We are pleased to share with our clients, associates, and friends that Rebecca Eddy, Founding Partner of Eddy & Schein Group, has been selected by the American Association of Daily Money Managers (AADMM) as the recipient of their 2021 AADMM Board Legacy Award. “Throughout her career,” said AADMM Board of Directors President, Alison Salisbury, “Rebecca…
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Is the Cost of Your Medical Procedure Covered?

Medical expenses are notorious for blowing the family budget, but with some homework before a planned medical procedure, you might be able to limit the out-of-pocket cost. An Eddy & Schein Client Story Regina was given a referral by her gynecologist for a mammogram and an ultrasound. When Regina made an appointment with the radiologist,…
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Do You Need to Keep Investment Statements?

As an investor, you’re receiving monthly investment account statements, as well as annual statements and tax documents. Whether they arrive on paper or digitally, they can overwhelm both you and your mailboxes, and we are often asked “Do I need to keep these things?” We do advise that you hang on to some investment documents.…
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