Managing the financial responsibilities for an aging parent or family member can be overwhelming. If daily tasks such as bill payments, checkbook management, or dealing with emergencies like home repairs or medical expenses become too burdensome, you can count on our elder care specialists to manage these tasks for both you and your loved one.
Enjoy worry-free financial management for your aging parent or family member with NSCPA.
We'll give you a hand in...
- Personal bookkeeping, including bill payments, budgeting, and records management.
- Managing income, deposits, and expenses.
- Assisting with unexpected financial issues and emergencies.
- Coordinating daily transactions like repairs, maintenance, and medical costs.
- Identifying and managing retirement needs and account disbursements.
- Monitoring investment portfolios and coordinating with advisors.
- Organizing and reviewing financial and legal documents.
- Analyzing income and expenses to set long-term financial goals.
- Addressing questions about Social Security, pensions, Medicare, insurance, and elder care.
- Handling tax preparation, filing, estate planning, and related services.
- Referring to local service agencies and assistance programs.
