Members in the News

Second Acts To Profit From The Longevity Economy

Forbes – In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives. “It was an easy transition from business consulting to daily money management — still working with people one-on-one, but I see a greater need for this service. I am using my skills and giving back.”

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Managing Your Money in Old Age

Kiplinger – Consider hiring a daily money manager to help pay the bills, deal with creditors and organize tax documents, among other services. Once you’ve simplified your finances, make a list of all your assets along with key contacts such as financial advisers, accountants, insurance agents and lawyers, says Lewis Knopf, a daily money manager in East Rockaway, N.Y.

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Need Help Managing Day-to-Day Finances?

AARP – Imagine having someone who makes sure your bills are paid on time, organizes your tax documents and hands them off to your accountant, and even follows up with your insurance company because you were supposed to be reimbursed for physical therapy. “We are different from bookkeepers and accountants,” says Alison Salisbury.

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