• Specialized in tax preparation for older clients, including home visits
• Reviewing and paying household bills, budgeting, and record keeping.
• Assistance with check writing and checkbook balancing.
• Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
• Offering second hand opinions regarding household issues and unexpected situations.
• Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
• Planning retirement account distributions and safeguard against improper disbursements.
• Making sure money is received, receipted, and deposited.
• Preparing an inventory of personal assets and investments.
• Identifying and planning their retirement income, needs, and goals.
• Determining current and long-term cash flow needs by analyzing income and expenses.
• Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
• Monitoring investment portfolio and other assets in conjunction with their investment advisor.
• Preparing, planning and filing income, trust, gift and estate tax.
• Providing referrals to local services and agencies
The best way to get started is to schedule a consultation. This can be done in our office or at your family members home and we can facetime of skype the conversation with you.
