The Dementia Journey
When you find out someone has been diagnosed with Dementia, it can be a little awkward at first. Here are some practical tips so you feel more comfortable about the whole thing.
Prevent Elder Fraud by Getting Rid of Junk Mail
Elder fraud is a 3.6 billion dollar problem Thieving fraudsters are making a business of taking advantage of older adults. Almost 4 in 10 seniors are affected, losing over $3.6 billion each year to financial abuse. And this isn’t only happening to the very old or those with Alzheimer’s or dementia – younger, more educated seniors are…
When Your Personal Life Needs to Run Like a Business
As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. There is one area where many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business — cash burn rate.
Client Stories | Daily Money Management | Document Organization | Executor | Power of Attorney | Wills & Estates
A Client Story – Document Organization & Estate Administration
Has your spouse been taking care of the paperwork and bill payments? What happens when that spouse dies? Read a client story on just this predicament and how Financial Concierge can help.
A Client Story – Retired Businessman Hires Financial Concierge
John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs. His long-time lawyer, accountant and business partners had been noticing for a while that he…
Client Stories | Daily Money Management | Document Organization | Power of Attorney | Wills & Estates
A Client Story – Elderly Man with Mobility Issues
Read about one of our client success stories where an elderly man with mobility issues hired Financial Concierge to take the pressure off his children. Now his children can just enjoy the time they get to spend with their dad.
AB Gov’t Coverage for Seniors Update & A Client Story
In this article, we highlight a change in the eligibility criteria for Coverage for Seniors by the Government of Alberta. Also, we share a story about financial mistreatment of our elders and how we can help with money management services.
Remembrance Day 2020
Nov 11th – A Day for Reflection, Connection and Appreciation. Remembrance Day is important to the Financial Concierge™ team, our clients and their families. Let’s take a moment to reach out to our friends and family on this special day.
President’s Message – Summer 2020 Recap
Catch up with Jill Chambers, President of Financial Concierge, as she talks about the summer of 2020 and how Financial Concierge has had to adjust to meet their clients’ needs. “We have pivoted to working more with clients over the phone, email and Zoom calls,” and Jill says her team is growing as they continue to add consultants across Canada. Find out more in this summer catch up!
Stats About One-Person Households & A Client Story
In this month’s newsletter, check out the updated statistics about one-person households in Canada. Also, we share a client story about getting organized and in control of his day-to-day money management after his wife died.
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