Buckle Up: 6 Practical Tips to Manage Tariffs and Inflation on a Fixed Income
Living on a fixed income during inflation? These 6 tips can help Canadian seniors manage rising costs and make smart financial adjustments.
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Why Power of Attorney is a Powerful Decision
This article describes 3 powers associated with a Power of Attorney and why your decisions creating one can have profound, life changing consequences. Should the unexpected happen, learn why you’re powerful with a POA and powerless without one.
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Bill Payments | Daily Money Management | Document Organization | Seniors Health & Wellness | Wills & Estates
Why Joint Accounts with Adult Children is Risky Business
Learn 3 reasons why joint accounts with adult children can derail your finances and cause irreparable family strife. We’ll share a case study that will compel you to do your research by consulting a trusted advisor.
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Your Smallest Action Has An Impact Of Some Kind
In observance of Elder Abuse Awareness Day on June 15th, here’s some good information on how to recognize signs of elder abuse and tangible steps on what you can do about it and how to prevent it.
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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.
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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.
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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.
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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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3 Minutes with Jill Chambers
We pay bills for people who can’t, don’t, or shouldn’t. Learn what a Financial Concierge does and how they can help elder adults manage their day to day financial affairs and enable them to age in place with independence on their terms.
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Spot the Scam
Check out this article that Jill Chambers with Financial Concierge Inc was interviewed in for Dementia Connection, The Nature of the Scam.
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