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.
An article by Kathy Mendham from Proactive Seniors shares how important it is for elder adults to take the time to check in with their family about their financial and personal healthcare wishes. Learn how to keep the lines of communication open by being proactive in making plans for the future.
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.
Jan RoSe wrote this great article about our company in Calgary Prime Times! It helps explain how Financial Concierge Inc. can provide seniors with peace of mind around management of financial affairs.
In April 2018, new Alberta Legislation came into effect called the Resident and Family Councils Act. Accordingly, families with loved ones in long-term care facilities have an opportunity to be more proactive and involved in improving and safeguarding standards of care in facility environments.
How Safe Are Your Parents from Elder Financial Abuse? Check out this article on Elder Financial Abuse. It highlights the following topics: (article link is broken) Senior Financial Abuse Protecting Yourself From Scams by Trusted Family Members & Friends Protecting Yourself from Financial Abuse
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