Elder
Care–Financial
Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

  • personal bookkeeping; including household bill payment, budgeting and records management.
  • managing income receipts, deposits and disbursements.
  • offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • identifying retirement needs and goals, as well as managing retirement account disbursements.
  • help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • analyzing income and expenses to determine long-term financial goals and needs.
  • providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • tax preparation, filing, gifts, and estate taxes and planning services.
  • referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Using KPI’s For Your MARKETINGCITY Business

Being able to reasonably forecast upcoming problems has become an essential skill for MARKETINGCITY business owners -- but too many are flying blind, or doing "bank balance accounting". Can we help you fix this? Using KPI's For Your MARKETINGCITY Business "It is...

What To Try When Your MARKETINGCITY Business’ Receivables Are Slowing Down

One of my favorite things about what we get to do around here is helping our MARKETINGCITY clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we...

Use These Financial Reports For Business Decisions By BUSINESSNAME

How do you make financial decisions for your MARKETINGCITY business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of...

Struggling MARKETINGCITY Businesses Should Be Careful With Price Reductions

If you're struggling in your MARKETINGCITY business, and not getting the traction you need, I have a quick thought for you today. Struggling MARKETINGCITY Businesses Should Be Careful With Price Reductions “Despite your best efforts, not everyone wants to be helped....

Measuring Key Numbers In Your MARKETINGCITY Business And Developing Accountability

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The...

5 Business Mistakes That Can Be Fatal By BUSINESSNAME

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your MARKETINGCITY Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher Mike Tyson once said: everyone has a plan until they get punched in the face. What is your plan for exiting your MARKETINGCITY family business? You need...

A Few Helpful Tips for MARKETINGCITY Businesses to Win at Controlling Costs

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest MARKETINGCITY...

Expense Reimbursement vs Company Credit Cards: What MARKETINGCITY Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my MARKETINGCITY readers, I'm going to take you down a little rabbit hole...

Effective Financial Documentation Strategies for MARKETINGCITY Taxpayers

Today’s topic has the benefit of ensuring your MARKETINGCITY "financial fortress" is as airtight as it can possibly be, which has its own advantages. Ah, the wonders of financial documentation... Effective Financial Documentation Strategies For MARKETINGCITY Taxpayers...