Articles on FinancesContact Us To Learn More

  • Seniors Should Have Open Books

    Published By: Leah Nichaman

    Discussing money is taboo in our culture.  We generally don’t share how much we make and spend, or how much we have in the bank with our children, our siblings, or even our closest friends.  While privacy is important, there comes a time when it is better to share. By the time you enter your […]

    Posted On: May 14, 2018 Learn More
  • Taking the Reins of Your Parents’ Finances

    Published By: Leah Nichaman

    Your folks are in their 70s or even 80s and they’re doing just fine.  They are independent and you want them to remain so for as long as possible.  They want that, too, and are reluctant to tell you how much money they have and how it is invested, or to give you legal access […]

    Posted On: June 2, 2017 Learn More
  • Read Those Statements!

    Published By: Leah Nichaman

      Tax season is over and I now have time to reflect on the tax preparation process.  Back in March, I organized my mom’s deductible expense data.  She’s 82 and still does her own banking, online bill paying, and other routine financial tasks.  I usually download her data at the end of the year and […]

    Posted On: May 9, 2017 Learn More
  • Top 10 Financial Organizational Tips For Peace of Mind

    Published By: Leah Nichaman

    Top 10 Financial Organizational Tips For Peace of Mind 1. Sort Mail as Soon as it Arrives • Toss junk mail. • Shred sensitive documents. • Separate out bills and keep them all in one place, such as in basket or tray. • File away any documents that you need to keep. 2. Create A […]

    Posted On: March 15, 2017 Learn More
  • Leah Featured on B’nai B’rith Website

    Published By: Leah Nichaman

    B’nai Brith interviewed Leah Nichaman about the pressing problem of elder financial abuse. Read the online exclusive article here.

    Posted On: August 15, 2014 Learn More