Members in the News
A licensed clinical social worker for almost forty years, Barbara decided she would like to assist with the many money management needs of especially seniors and veterans who do not have adult children or family members or friends to help them.
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.
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.