Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

  • Personal bookkeeping; including household bill payment, budgeting and records management.
  • Managing income receipts, deposits and disbursements.
  • Offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • Identifying retirement needs and goals, as well as managing retirement account disbursements.
  • Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • Analyzing income and expenses to determine long-term financial goals and needs.
  • Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • Tax preparation, filing, gifts, and estate taxes and planning services.
  • Referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

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Emelia Mensa CPA’s guide to Avoiding an IRS Scammer

Before I get to today’s topic (some thoughtful guidance on spotting an IRS tax scam) let’s discuss this…It’s that time of year when spending seems to really kick in. Yes, I know we’re still in September, but all of these holidays that seem to mysteriously demand extra...

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Emelia Mensa EA, CPA on How (and Why) to Invest in Savings Bonds

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The British saying “Keep calm and carry on” seems like a good motto to live by in uncertain times like these. Still, a little freak-out about what lies ahead is totally normal, even expected.Plunging ahead through the rest of 2022, which is most likely to be rough...

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Your Connecticut Rundown for Calling the IRS

Do you remember the days of yore when you’d call someone and the phone would keep ringing and ringing with no answer? And you were okay with that because you’d just call them back later hoping to reach them? No? Oh yeah. Me neither. The world has changed.When you...

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