Financial Info Archives - Your Senior Partners

Being Prepared for Uncertainty

Financial InfoMarch 25, 202063Views 0Likes 0Comments

Whoa--things have changed so fast in the last few weeks. The threat of coronavirus seemed like a problem for other countries and other parts of our country until just recently. Now we’re all feeling the impact and the fear of getting sick. There is so much about this pandemic that we cannot control. But there are…

Top 5 Reasons Older Adults Go Broke

Daily Money Manager, Financial InfoAugust 27, 201978Views 0Likes 0Comments

The number of people with over a million dollars in retirement savings has just hit an all time high! Fidelity has just reported that almost 200,000 people have over 1 million dollars in their retirement account. This is reassuring news! So much of the news on retirement savings focuses on the number of aging Americans that…

15 Savvy Money-Saving Tricks to Try This Year, Part III

Financial Info, UncategorizedFebruary 7, 20191KViews 0Likes 0Comments

Looking for ways to save money this year? Senior Partners is bringing you our top 15 savvy money-saving tips. In Parts I and II, we shared the first 10 tips. Here are the final 5 money-saving tricks you can implement today to start spending less and saving more:Shop around for homeowners and auto insurance…

15 Savvy Money-Saving Tricks to Try This Year, Part II

Financial InfoJanuary 28, 201940Views 0Likes 0Comments

You may recall from our last blog, we are committed to helping you save money this year! We hope you’ve implemented some of the tips we shared in the last blog. And you can go even further in your goal to spend less, save more by following these tips:Organize your bills. Make a commitment…

15 Savvy Money-Saving Tricks to Try This Year, Part I

Financial InfoJanuary 18, 201956Views 0Likes 0Comments

Even if we don’t admit it, most of us have a New Year’s Resolution. There is most certainly at least one thing that we all want to improve this year. Ask any of us about our finances, and we’re likely to respond that we’d like to save more, spend less. We would all like to…

Honoring Our Veterans: Resources for Older Veterans

Adult Children, Daily Money Management, Financial Info, Help for adult children, Help for aging parentsNovember 11, 201859Views 0Likes 0Comments

Darryl Fyall, circa 1986 (Barbara Scurry's husband)On the eleventh hour on the eleventh day of the eleventh month, we honor those that served our country. Nationally, there are 21 million men and women who have served in active duty, and there are 690,208 veterans in the state of Georgia, according to the U.S. Census.Thank you…

Don’t Let Emotions Drive Bad Financial Decisions

Adult Children, Daily Money Management, Daily Money Manager, Financial Info, Help for adult children, Help for aging parentsSeptember 20, 201870Views 0Likes 0Comments

I have always focused on saving money for our clients.Cutting expenses, prioritizing spending, and putting extra money away drive many of my decisions. I have no qualms about spending money when necessary and even for the occasional splurge, but until the bills are paid and some cash has been put away, I don’t even think…

Long-Term Care Is HOW MUCH?!

Adult Children, Financial Info, Help for aging parentsAugust 16, 201680Views 0Likes 0Comments

As a Daily Money Manager, I've seen many of our clients benefit from having a long-term care (LTC) insurance policy in place. It helps them ease the cost of a home care aide, an assisted living apartment, or nursing home care.Yet, I still meet Baby Boomers that think......"I won't need that insurance..."..."It's too expensive..."..."I'm healthy as…

5 Tax Tips for Eldercare

Adult Children, Financial Info, Help for adult children, Help for aging parents, Organization, TaxesApril 5, 201666Views 0Likes 0Comments

OH NO!Oh, yes...The dreaded Tax Day is just around the corner...One good piece of news this year is that you get a few extra days to file: tax returns are due April 18 this year!It's all due to Washington, DC having a holiday (Emancipation Day) that falls on April 15. Click here to read all…

A Warm and Fuzzy – Part 2

About Us, Bill-paying, Daily Money Management, Daily Money Manager, Financial InfoMarch 15, 201635Views 0Likes 0Comments

I like to brag about how we get things done and save our clients money by implementing daily money management services into their lives. We pride ourselves on being trusted advocates for our clients.But people will ask me, "how do you advocate for a client? Give me an example of how you save them money."Gladly!The…

Choosing The Right Daily Money Manager – Part 3

About Us, Daily Money Management, Daily Money Manager, Financial InfoNovember 11, 201535Views 0Likes 0Comments

One thing that makes Senior Partners unique is that we help simplify the complicated decisions facing today's seniors. As our world changes, it becomes more difficult to keep up with new technology and terminology. Senior Partners translates confusing concepts facing our seniors into language that can easily be understood--empowering seniors to make the best choice…

Escheat is the Word of the Day

Daily Money Management, Daily Money Manager, Financial Info, OrganizationSeptember 30, 201543Views 0Likes 0Comments

Everyday, as a Senior "Inbox" Manager, I learn something new and awhile back it was the word “escheat.”The World English Dictionary defines escheat as, “the reversion of property to the Crown in the absence of legal heirs.”Today it means the reverting of property to the state or some state agency usually because they can’t find…