I am committed to bring peace of mind to seniors, high net-worth individuals and their families. Call me for a no-obligation chat at 917-945-0912.For many seniors, paying bills and staying on top of their checking accounts, savings accounts, credit cards and retirement accounts is a daunting task. Going through the mail and their emails cause more anxiety than they used to, and this anxiety can lead to feelings of incompetence, vulnerability and embarrassment.Growing up as the oldest grandchild of elderly grandparents, I saw my grandparents struggle to acknowledge the new difficulties of aging as well as my parents struggle to maintain their own finances while attempting to manage those of their own parents. I witnessed the shame, stress and disappointment that come with not understanding things that used to be crystal clear, not understanding benefits that comes from pensions, Medicaid and Medicare, and having to involve finances in everyday conversations with children.When my father took the burden of Medicaid administration, bill-paying and personal finance management off the plate of his parents, they no longer had to worry about missing payments or decoding confusing insurance paperwork - he was able to quell their fear of financial ruin and they were able to enjoy their retirement and grandchildren.Now he and I do this for others and their families.One of the toughest hurdles for seniors is properly managing their health insurance while also dealing with new or existing health issues. When paperwork for insurance is filed incorrectly and claims or coverage are denied, they are hurt and forced to start the paperwork all over. By managing our clients' health insurance paperwork, we remove that hurdle from them and allow them to take advantage of their insurance and available assistance as much as possible.We handle bookkeeping and filing so we can keep a watchful eye on our clients' checkbooks and transaction history to ensure they are not subject to fraud or elder abuse. This also allows us to make sure that seniors who are on fixed incomes know what they have to spend and what spending they need to curb.We also work in tandem with tax accounts, attorneys and financial advisors to maintain documentation, catalog assets and make their work easier.Having a neutral third party involved prevents abuse and theft while also eliminating the discomfort of discussing money with family members.Your relationship with your parents does not have to include mail sorting or insurance paperwork.Contact me at 917-945-0912 or jacob@nyfo.nyc
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