When Your Personal Life Needs to Run Like a Business
Daily Money Management | Bill Payments | Document Organization

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.

7 Steps to Prepare for Cognitive Aging
Bill Payments | Daily Money Management | Power of Attorney | Seniors Health & Wellness | Wills & Estates

7 Steps to Prepare for Cognitive Aging

One of the first signs of cognitive aging, the process by which cognitive abilities decline with age, is problems managing one’s own finances. Cognitive aging also puts a person at a greater risk for fraud and exploitation. Learn about the Seven Steps to Prepare for Cognitive Aging.

Voluntary Purchases Can Lead To Overspending
Daily Money Management | Bill Payments

Voluntary Purchases Can Lead To Overspending

Aging seniors, especially elderly individuals who live alone and manage their own financial activities, sometimes create habits of spending money “collecting” items or splurging on mail order advertisements. Here are some helpful ways to approach and manage spending habits that will be of use to seniors and their family or caregivers.

Catching Honest Mistakes By Service Providers
Daily Money Management | Bill Payments | Document Organization | Seniors Health & Wellness

Catching Honest Mistakes By Service Providers

For aging seniors, staying on top of financial affairs becomes increasingly challenging. Tasks include diligently reviewing your accounts for errors and checking for honest mistakes, logging into online banking and accounts, and remembering to keep everything current. Learn more about seniors’ financial vulnerabilities here.

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