Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

    R
    Personal bookkeeping; including household bill payment, budgeting and records management.
    R

    Managing income receipts, deposits and disbursements.

    R

    Offering assistance and advice for dealing with unexpected household financial issues and emergencies.

    R

    Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.

    R

    Identifying retirement needs and goals, as well as managing retirement account disbursements.

    R

    Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.

    R

    Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.

    R

    Analyzing income and expenses to determine long-term financial goals and needs.

    R

    Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.

    R

    Tax preparation, filing, gifts, and estate taxes and planning services.

    R

    Referrals and connections to local service agencies and assistance services.

    It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs.

    Contact us today for a FREE consultation.

    Work From Home Policy for Dallas Businesses

    There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...

    Facing the AI in Business Trend in Your Dallas Business

    Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal...

    Compensation Is Just the Start, Dallas Business Owners

    We’re just over a month away from the MLB playoffs, and this year (like every year) has had its share of sketchy calls that fans and players have been unhappy about. While not everyone’s favorite summer pastime (the sports season that never ends still has more...

    Genesis Business and Tax Services’s 4 Straightforward Questions to Uncover Your Business Why

    I suppose there’s never been an easy time to be in business. It’s tempting to look at the current economic situation and cite all the things working against business owners right now. And Google helps with that... My internet search this morning lent me the...

    Effectively Using Your Dallas Company’s CRM For Sales Management

    Remember three years ago when you depended on Zoom for work meetings and virtual schooling for your kids? While you’re probably really grateful the second one isn’t a reality anymore, the first one still had its appeal (unless something like this...

    Business Cash Advance: A Loan Alternative for Dallas Businesses

    This year has been a less-than-fun rollercoaster in the world of finance.Well, good news on that front — no more recession bogeyman lurking under the bed, at least that’s what the Fed declared as they raised rates again last week. Doesn’t mean more interest rate...

    Keeping Expenses Separate in Your Dallas Business

    Did you see the Barbie movie or Oppenheimer this weekend? Or jump in with the 200,000 other Barbenheimers and see both?In case you didn’t, your social media feed likely filled you in on what you missed (or didn’t, depending on your view of these things).What a weekend...

    Tracking Your Dallas Company’s KPIs Effectively

    Raise your hand if you or your workers, in any way, still work remotely post-pandemic. It’s a common enough reality — maybe more so now even than 2020. Working in sweatpants from the comfort of your Dallas home is infinitely better than dress shoes and...

    Cutting Costs in Your Dallas Business Right Now

    Though things might be tight economically for your Dallas business, keep in mind, cutting corners can become a real issue.Take for example fake reviews that are so pervasive online. Some business owners are tempted to buy reviews to get their product or service seen...

    How Dallas Owners Can Measure Business Value Correctly

    There’s this comparative analogy about what makes something American that people like to use: “as American as apple pie.” But, I kind of think we should update that comparison to “as American as starting a small business.” Not as catchy, I know (or as yummy)....

    Ready to come in for an appointment?

    Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

    Contact Us