Talking About Your Financial House – Part 1
Deb Ross interviews Jill Chambers in a half-hour program called Tune Up With Deb. This podcast is all about helping you get your financial house in order - Part 1 of 2.
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We Help You Untangle Your Financial Web
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.
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.
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.
What is a Personal Representative?
A more common name for what we used to call an “Executor” of a Will is now a “Personal Representative”. In this article, we explain why designating a sole representative is better than expecting multiple representatives to work together – like your children.
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.
Seniors Health & Wellness | Bill Payments | Community | Daily Money Management | Document Organization
Financial Vulnerability
Age-associated financial vulnerability increases as you get older and one factor is cognitive decline. Here’s a list of 5 indicators of financial vulnerability to watch out for. If any of these things are happening, seek help.