Video Gallery

Expand your Financial Literacy through our informative videos.

What are Daily Money Managers? What Do They Do?

Eddy & Schein's Managing Director Arlene Glotzer is featured on "Solo and Smart," Carol Marak's channel for adults facing potential risks of growing older alone.

Personal Finance Management for Seniors

Rebecca Eddy on The Woman's Connection speaking about helping seniors manage their personal finances.

Eddy & Schein Group – Our Story and Services

Rebecca Eddy in conversation with Ella Newman (Norton Advisory Group) about Eddy & Schein's story and services.

9 Questions for Choosing Legal Representatives

Rebecca Eddy talks about carefully considering who to appoint as your legal representatives (Power of Attorney, Health Care Proxy, Executor).

20 Years of Personal Finance Management

Rebecca Eddy relates Eddy & Schein Group's history while looking to many more years of helping their clients.

Name Change: The Importance of Consistency

Rebecca Eddy on the importance of making sure your name is consistent on all documents and the problems you may face if it's not.

We All Need Three "B"s for Our Future

Everyone should choose their three Bs. Rebecca Eddy explains what they are and how to identify them.

Solo Agers: Planning for Transitions

Rebecca Eddy discusses how solo agers, with no children or spouse, can plan ahead for when they need support.

Taking the Panic Out of Tax Season

Rebecca Eddy discusses how to get your personal finances under control for less stress during tax season.

Seamless Transitions for Your POA & Executor

Rebecca Eddy discusses managing legal documents so it'll be easier for your POA and Executor to implement your plans.

Unclaimed Funds – Are some of them yours?

Rebecca Eddy discusses checking for and retrieving unclaimed funds from your State. We can help.

Simplification – The Key to Being Prepared

Rebecca Eddy discusses how simplifying your personal finances to be prepared for unforeseen circumstances.

3rd-Party Notifications – Make Sure Bills Get Paid

Rebecca Eddy discusses setting up thrd-party notifications so someone will be able to help if the bills don't get paid.

Eddy & Schein Group – Personal Finance Managers

Rebecca Eddy explains Eddy & Schein Group's services and how they can help you manage your personal finances

1990 to 2018: Our Journey With One Client

Rebecca Eddy talks about working for 28 years with the client who led to what became Eddy & Schein Group.

Subscribe to receive our occasional newsletter featuring personal finance management information and articles.

Uncovering the Coverage

Uncashed Checks Going Stale

Cash Stashed Under the Mattress

Team background checks cleared by Global Investigative Services, Inc.

©2024 Eddy & Schein, Inc. | All rights reserved.

Privacy Policy | Terms of Use

DISCLAIMER: This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

Stock Documents Buried in Piles of Papers

Selecting a Medicaid Pooled Income Trust

Employee Benefits and Financial Security

Privacy Policy | Terms of Use
©2024 Eddy & Schein, Inc. | All rights reserved.

DISCLAIMER: This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.

Privacy Policy | Terms of Use
©2024 Eddy & Schein, Inc.
All rights reserved.

DISCLAIMER: This website is provided for informational purposes only. While legal issues are discussed, the content featured on this website is not legal advice. Eddy & Schein Inc. does not provide legal representation nor does it make any warranties or guarantees as to the accuracy and authenticity of the information provided herein. We recommend that you contact an attorney to discuss your particular situation.