My favorite part of being a Financial Concierge is forming lasting relationships with my clients. Part of the skill set for helping people over so many years is being able to adapt to their changing needs. Recently I had the opportunity to help someone apply for Medicaid. When I first… Continue Reading..
The average life expectancy in America is currently 78.74 years, and it keeps going up. Everywhere I go I seem to find octogenarians, nonagenarians, and centenarians living life to the fullest. It makes me feel very optimistic about myself and friends and family, but there is always the nagging thought… Continue Reading..
In addition to my business as a Financial Concierge, I volunteer at SilverSource (formerly Senior Services of Stamford). SilverSource is a senior provider network that has been operating for over 100 years, financially assisting older Americans who are in emergency situations. Typical things they may pay for include: Heating or… Continue Reading..
My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge during Tax Time was to gather… Continue Reading..
Retirees are always prime candidates for financial scams. Scams come from phone calls, emails, faxes, and sometimes they show up on your doorstep. In this post I examine three different scams that happened to good people in real life. The Door-to-Door Salesperson An elderly client received a knock at the… Continue Reading..
A fiduciary is someone who has a financial responsibility to their clients and keeps their best interests at heart when making financial decisions. A fiduciary will never try to sell you a product. I am a fiduciary because my job requires a legal, ethical, and moral standard when working with… Continue Reading..
I look out for their welfare. Unfortunately, the world is full of shady characters trying to make a quick buck off seniors, legally or illegally. That is why I had to have an “intervention” with a potential client I spoke to last week. She called me and indicated she was interested… Continue Reading..
Our parents have survived a lot, in addition to raising us. As they enter their golden years, many of us are being confronted with an uncomfortable role-reversal as mom and dad become the ones who need care. Just as kids are eager to prove their independence from their parents, parents… Continue Reading..
My role as a financial concierge is more than just paying bills and balancing checkbooks. I look out for my clients’ best interests in a broad sense, going above and beyond to advocate on their behalf. Paying attention to detail It happens: bills go unpaid. People may neglect their bills… Continue Reading..