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Money Management Service for Seniors

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Daily Money Management Program for Seniors

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

You could take care of their day-to-day financial tasks yourself if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our Daily Money Management services for elders, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second 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.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • 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.
  • Arranging proper level of care, transportation, and caregiver assessment.

Daily Money Management for seniors is an important task that should be considered by all caregivers. You can find out more information about Money Management programs for seniors at senioradvisor.com

Be sure to find out how personal accounting can work together with our Business Accounting Services.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

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  • This was my first year using Toledo CPAs and they were incredible! Staff was delightful and they made the process so easy for me. I got a better then expected return and they set me up with tax estimates for the year to come. Needless to say I will be going back to them every year!
  • The amount of stress Tom, Nathan, and the staff has taken off of me has been a blessing. I can run my business and they take care of everything on the financial side. Knowledgeable, friendly, helpful, informative and affordable are only some of the many great things this company has to offer
  • I had a consultation with Tom about some business tax preparation questions I had. Simple, easy to understand answers, which I really appreciated. Friendly staff, very professional, I felt like they were truly concerned.
  • This is my 10th year with Toledocpa and looking forward for more to come! I want to thank you Tom and your staff for all those years! Congratulations on your new office Downtown! Wishing you the very best always!