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Finances and Older Adults

Money is a sensitive subject, and when you’ve been managing your own affairs, you’re your life, having someone even hint that maybe you might benefit from some support can feel insulting. Nevertheless, often as we age, we do need support with our finances, and this is a service Leaves Personal Care does NOT provide.  However, if someone you know needs assistance paying bills, understanding medical and insurance statements, resolving a financial issue, planning cash flow, or organizing financial records; there is help available through Senior Neighbors 

Senior Neighbors program provides in-home money management services to older adults to maintain their independence while preventing financial missteps or becoming victims of exploitation. Services are tailored to the individual needs of the person but could include any of the following:

  • Organizing important documents. 
  • Bill pay options. 
  • Cash flow/budgeting. 
  • Debt management. 
  • Scams, fraud, exploitation, identity theft. 
  • Referrals for tax consultations. 
  • Medical coverage and explanation of benefits. 
  • Developing a financial resource list.
  • Advocacy with family members. 
  • Coordination with banks and lenders

Services offered are subject to funding availability and restrictions. If you’d like to get  more information, click here: Senior Neighbors

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