Cash flow management and bill payment
Cash flow management and bill payment
Cash flow management and bill payment
Many elders become overwhelmed by paperwork and they rely on caregivers to handle day to day cash, which can be a burden. Services include:
- Scheduling of bills to be paid automatically
- Bank account maintenance and review
- Advice on getting better interest rates and opening up savings accounts and CD's
Budgets and retirement
Cash flow management and bill payment
Cash flow management and bill payment
Many elders have no concept of how to use a budget to reach goals and make dreams a reality. Services include:
- Creation of a realistic budget and lessons on how to use this tool
- Advice on what type of retirement accounts would benefit you
- Referrals to specialists that can help
Financial needs assessment
Cash flow management and bill payment
Financial needs assessment
Many elders do not want to think about the realities of estate planning. Services include:
- Recommendations about the types of documents needed and when to see an attorney
- Collaboration with attorneys, accountants and caregivers to create an effective plan