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SCAMS - How to Protect Yourself and Loved Ones from 6 Common Types

SCAMS - How to Protect Yourself and Loved Ones from 6 Common Types

For DMMsLeah NichamanSeptember 4, 2018AADMM, Finances, Financial Advisor, Fraud, Internet, Mail, nasaa, Phishing Scams, Phone, Scams, Telemarketing

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

Do You Really Have to Fill Out Your Tax Organizer?

Do You Really Have to Fill Out Your Tax Organizer?

TaxesLeah NichamanMarch 6, 2018Accountant, Tax Organizer, Tax Preparation, Taxes

Data, Not Drama

Data, Not Drama

Families and Money, For DMMsLeah NichamanAugust 23, 2017adult children, families, seniors

Taking the Reins of Your Parents' Finances

Taking the Reins of Your Parents' Finances

Finances, Geriatric CareLeah NichamanJune 2, 2017Finances, Helping Seniors, Retirement, Senior Care, seniors

Read Those Statements!

Read Those Statements!

FinancesLeah NichamanMay 9, 2017Credit Card, Statements, Tax Preparation, Taxes, Transactions

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

Filing for Seniors 101

Filing for Seniors 101

Geriatric Care, OrganizationLeah NichamanJuly 27, 2015files, filing, Finances, organization, seniors, systems