Blog

Jan 15

Three Financial Resolutions for the New Year

The New Year is a perfect opportunity to look back, to look forward and to make changes. Let me share with you three strategies that I resolved to implement relative to handling my aging parents’ finances. These actions removed a lot of the stress Read More >

Nov 02

Move Your Ass(ets)!

Let me tell you about two of my clients: a couple in their late 70s, living in their own home in a lovely middle class neighborhood. They did all the right things-worked hard, paid their bills on time, saved, raised 3 loving children and even engaged Read More >

Mar 21

5 easy ways to help protect your aging parents’ cash

Having a discussion with our parents about their finances is hard. For us, it may bring back memories of those uncomfortable teenage sit-downs with mom and dad. For mom and dad, it can bring up a range of emotions: Suspicion: “Why are you Read More >

Feb 17

5 Reasons why Seniors are vulnerable to scams, fraud and identity theft

My world turned upside down when the roles reversed in my family and I became the parent to my parents. It was a gift, being able to help them, but it was also a shock. Both were in their 80s, still had most of their marbles and were living in Read More >

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Testimonials

Suzanne Suwanda

Suzanne Suwanda

Thank you so much for the loving, detailed and professional manner in which you and your team helped move my mother from her apartment to her new senior community. Every time we open a box and find something carefully wrapped and clearly labeled, every time I look for a cord or other part to an item and find it instantly, we realize again what a tremendous job you did — and we pat ourselves on the back for using your services! The list of pleasant surprises doesn't seem to end — what a novelty in moving! — and we would recommend you enthusiastically to anyone who is planning a move. Bravo — and thank you!

Patti Glick - RN

Patti Glick - RN

I recommend Minda. She has a huge heart and brings an enormous skill set to the job. In addition, and maybe most importantly, she is fully licensed and bonded.

Alice H.

During my husband's illness, the bills and mail got out of hand. Minda helped me get organized and caught up with my bills. She negotiated away hundreds of dollars in late fees and helped me to save me money by canceling unnecessary services. I trust that she has my best interests at heart.

J. Burns

I was particularly impressed with Minda’s extensive financial background; she was able to research various health coverage plans and provide strategic recommendations on how to better manage costs.

L. Stutz, Attorney

L. Stutz, Attorney

Finding a professional who can crunch numbers is easy; it’s not so easy to find one that can guide an aging client through such a complex and emotional process while keeping their dignity intact.