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Members in the News

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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When your aging parents need a daily money manager

Reuters – Bill paying alone is usually not all that hard, but if health, long-term care or other complex issues become part of the mix, expertise may essential. That is where someone such as Sheri Samotin may come in. Prior to founding her daily money management business, LifeBridge Solutions, in 2009, she spent some 25 years in the healthcare industry.

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