Wondering what a Daily Money Manager is? Watch this short video for a quick explanation.
As Founder and President of Financial Concierge, Jill applies her extensive healthcare and financial planning experience to enable older adults to age in place with dignity and peace of mind.
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.
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.
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.
This article explores what solo aging is and some of the challenges it presents to those without children or obvious caregivers. We delve into the topics of money management, investments and financial decisions, as well as legal representation.
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.
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.