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Seniors Should Have Open Books

Seniors Should Have Open Books

Finances, PlanningLeah NichamanMay 14, 2018Assumptions, Finances, Financial Advisor, Financial Management, Helping Seniors, Managing Money, Power of Attorney, Transparency, Trustee

What Personal Documents Should You Keep and for How Long?

What Personal Documents Should You Keep and for How Long?

Organization, PlanningLeah NichamanApril 10, 2018Documents, Record Keeping, Record Retention, records, Retention Guidelines

Top 10 Financial Organizational Tips For Peace of Mind

Top 10 Financial Organizational Tips For Peace of Mind

Finances, Organization, PlanningLeah NichamanMarch 15, 2017Bills, Budgeting, Filing System, Finances, Money Manager, Subscriptions

This February, Don't Give Chocolate

This February, Don't Give Chocolate

Organization, PlanningLeah NichamanFebruary 7, 2015Budgeting, Everplans, Finances, Legal Documents, organization, Social Security

Geriatric Care Managers: A Gift to Seniors and Their Families

Geriatric Care Managers: A Gift to Seniors and Their Families

Geriatric Care, PlanningLeah NichamanJuly 30, 2014Finances, Helping Seniors, Managing Money, Retirement, Senior Care, seniors

Don’t Wait Until Next April

Planning, TaxesLeah NichamanJuly 30, 2014Tax Preparation, Taxes