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Financial Advocacy for Seniors

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Blog

Oct 30

Medicare Open Enrollment

If you are enrolled in Medicare, your annual opportunity to make changes to your coverage is between October 15 and December 7 this year. Changes will be effective January 1, 2019. During this period, you can choose to:  ·         Keep everything Read More >

Sep 12

What To Do with All Those Cards and Photos

This is the third in a 3-part series about how to clear your clutter and rediscover the joy of space. We’ve based it on the book, The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter, by Margareta Read More >

Jul 24

Clearing Clutter: Downsizing Your Wardrobe

This is the second in a 3-part series about how to clear your clutter and rediscover the joy of space. We’ve based it on the book, The Gentle Art of Swedish Death Cleaning: How to Free Yourself and Your Family from a Lifetime of Clutter, by Margareta Read More >

May 10

Clear Your Clutter – the Gentle Art of Swedish Death Cleaning

Let’s face it. We Americans are up to our eyeballs in stuff. I heard a statistic recently that 1 in 7 of us has at least one room in the house filled with stuff we never use. And, according to the Department of Energy, 25% of people with two-car Read More >

Feb 22

New Medicare Cards Coming!

To better protect seniors from medical identity theft, the Social Security Administration will be issuing new Medicare cards – without the Social Security number – to all Medicare beneficiaries starting in April. The Social Security number will be Read More >

Jan 25

What To Do When A Loved One Dies

For most of us, the loss of an aging loved one is a sad, and often overwhelming occasion. Even when we’ve been mentally preparing ourselves, due to their long-term illness or advanced age, unpredictable emotions can kick in and temporarily put the Read More >

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Testimonials
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Alice H.
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.

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J. Burns
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.

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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.

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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!

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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.

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