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  • 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
  • What Personal Documents Should You Keep and for How Long?

    Published By: Leah Nichaman

    We are often asked about how long specific records should be kept. Discarding records that should be kept poses a wide range of potential tax and legal problems. Keeping reports too long wastes precious space and resources. But how long should you keep personal documents on record? The following are just a few suggestions about how […]

    Posted On: April 10, 2018 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
  • This February, Don’t Give Chocolate

    Published By: Leah Nichaman

    This February, Don’t Give Chocolate February is the month for love, when we think of giving our loved ones flowers or chocolates or other tokens of our affection. This February, I’m dispensing with all that and giving my husband and children something that really expresses my love for them. I’m giving them a plan. This […]

    Posted On: February 7, 2015 Learn More
  • Geriatric Care Managers: A Gift to Seniors and Their Families

    Published By: Leah Nichaman

    My husband cares for his uncle who is 79 years old and lives in another state, 400 miles away from our home. There are a couple of relatives who live near his uncle, but my husband is responsible for making sure that his uncle has all the services he needs. My husband also has a […]

    Posted On: July 31, 2014 Learn More
  • Don’t Wait Until Next April

    Published By: Leah Nichaman

    It’s the day after Tax Day! If your taxes were done, yesterday was a day to relax and feel in control. If they aren’t done yet, you can breathe easier since your extension gives you 6 more months (but don’t wait until the last minute in October). For those of you who for whom taxes […]

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