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.
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.
Check out this article that Jill Chambers with Financial Concierge Inc was interviewed in for Dementia Connection, The Nature of the Scam.
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.
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.
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.