Many of our clients fondly remember the friendly faces they’d encounter when visiting the neighborhood branch of their bank. Relationships went beyond receiving assistance with simple transactions like deposits and withdrawals. Bank employees willingly helped with troubling monthly reconciliations, happily answered a range of financial questions and even remembered details...
Search and Care’s “Money Matters” is a free service that helps seniors better manage their finances with the support of our retired financial experts (“Field Financial Navigators”). Perhaps you, an older family member, or friend are experiencing difficulties organizing bills, writing checks, or creating a budget to make ends meet....
A common question for seniors after they turn 65 is whether or not they should continue to file tax returns. Most seniors receive income from social security and perhaps a pension or interest and dividends. Their income is often below the federal filing thresholds which, for 2018 is $13,600 for...
About 10% of Search and Care’s clients—around 110 in total—own one or more pets. These animals are often the main source of affection and attention for an older person, so keeping the pet and Pet Parent healthy and financially secure is paramount. That can be difficult, however, given the limited...
The older people who seek help with their finances come from diverse backgrounds, have varying talents, and face different challenges. Here are a couple of stories highlighting the “faces” of the older people Money Matters serves: Ms. N, 88, has macular degeneration, making it nearly impossible for her to read...
Search and Care’s Money Matters program (see brochure) strives to address the very issues that affect financially at-risk older people described in the article (quoted below), “The Financial Vulnerability of Older Adults” (Institute for Public Health). “Many more live on the edge—one medical event or housing problem away from impoverishment....
Did you know Search and Care has a unique, financial management program called Money Matters? Geared towards financially at-risk older neighbors living primarily in NYC’s East Harlem, Carnegie Hill, and Yorkville communities, Field Financial Navigators (retired bankers) provide one-on-one assistance with bill-paying, budgeting, reconciling bank statements, organizing documents, debt advocacy,...
