What we do:

Cash Management/Banking
Organize and maintain filing system
Open, review and respond to mail
Organize bills for payment and contact vendors when necessary
Prepare checks, make bank deposits, arrange for direct deposit/transfers, bank reconciliations

Income Taxes
Income tax planning to maximize deductions and minimize expenses
Organize information for present and delinquent tax returns and monitor estimated tax payments

Medical and Insurance Activities
Prepare inventory and evaluate health/life/LTC/homeowners’/ auto/disability insurance plans
Prepare and track medical insurance claims; problem resolution

Estate matters
Inventory assets and liabilities
File for life insurance proceeds, social security survivor benefits, pensions, and annuities

Geriatric Care Management and Social Support Services
Community referrals and liaison between professionals and client and client and family
Locate and evaluate home services/eldercare residences

Investment activities
Computerize, inventory, and update investment portfolio
Prepare interest, dividend and capital gains data for income tax returns

Real Estate Holdings
Manage residential/rental properties
Monitor mortgage and real estate tax payments

 

Professional Associations:

American Association of Daily Money Managers (aadmm.org)

American Institute of Professional Bookkeepers (aipb.org)

Alliance of Claims Assistance Professionals (claims.org)

National Association of Professional Geriatric Care Managers (napgcm.org)

Health Insurance Information Counseling Assistance Program (hiicap.state.ny.us)

AARP Tax Aide

 

please contact Phyllis directly—we look forward to speaking with you soon
phyllis@personalfinancialcare.com