There may come a time in someone’s life when they need help with their finances.   Perhaps someone needs help paying bills, filing taxes, or other tasks.   The bigger question is, can the person still oversee their finances with assistance, or do they need someone to take over this task?  If a person needs help, then […]

Bookkeeping and bill-paying services may sound basic, but they can be invaluable to certain older clients.  Some people have difficulty keeping up with their checkbooks and paying bills, which can lead to fees and penalties if not paid on time.  Plus, it can open someone to fraud or identity theft.  In addition, if the finances […]