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How do you know that your finances (or those of a loved one) are off track?  There are both obvious and more subtle signs.  Let’s run through the top reasons that clients call me for help handling their day to day finances. Piled up mail and being overwhelmed by it is the most common first sign...
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It’s hard for many who are on a fixed income to navigate the holidays.  There are opportunities to spend at every turn.  Maybe you sent checks to your grandchildren.  Or maybe you bought gifts for your favorite caregivers.  Perhaps you simply ate out more or bought some new outfits for the many parties you attended. ...
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It seems that our world becomes increasingly complex with each passing day. Whether it is deciphering a form to request that medical records be sent to a new specialist or determining whether to accept the insurance on a rental car, we find ourselves confronted with decisions at every turn. As a daily money manager I...
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One of the more stressful parts of caregiving is the worry about how to pay for it. Planning ahead can help, as can creating a caregiving budget. Of course, once you create your budget you need to stick to it! As a rule of thumb, if you’re thinking ahead you’re making a plan while if...
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