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Protect Against Nursing Home Theft

November 17, 2021 by Melissa Mandel

Although the administrators and staff of most assisted living facilities work hard to carry out their duties with integrity, some steal from the residents. If one of your family members or friends lives in a nursing home or other assisted living facility, watch for these warning signs of theft: Questionable financial management. It’s often a […]

Filed Under: Blog Tagged With: business accounting systems, finance tips, financial advisor, money fraud help, tips to avoid fraud, tips to avoid fraud for elderly

Creating Financial Goals as a Couple

November 10, 2021 by Melissa Mandel

Financial goals make it possible for you and your partner to achieve the things you dream about. Here are three things you can do to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about. People sometimes feel guilty about debt or […]

Filed Under: Blog Tagged With: Accounting Finance Consultant, accounting services, business accounting systems, finance tips, financial goals, financial goals for a couple, financial planning

4 Travel Deal Red Flags to Avoid

June 2, 2021 by Melissa Mandel

Vacation time is fast approaching, and con artists are gearing up. Beware of these four indicators that a travel “deal” is actually a rip-off:

Filed Under: Blog Tagged With: business accounting systems, finance tips, financial advice, financial planning, fraud tips, money fraud help, tips to avoid fraud

Changing Marital Status? What You Need to Do

January 20, 2021 by L. Scott Elwell

Have you recently married, divorced, or lost a spouse? A change in marital status should prompt a review of financial matters, but at such a time it is easy to overlook the details. Here are a few reminders and suggestions. Insurance coverage. When your marital status changes, review your insurance policies. Combining separately held health […]

Filed Under: Blog Tagged With: Accounting Finance Consultant, business accounting systems, finance tips, financial advice, financial advisor, Money Tips, NJ Financial Planning, Top Accounting Firms in NJ

Everyone Needs a Financial Plan

January 13, 2021 by L. Scott Elwell

As some point you will be responsible for your own money. If that is not currently the case for you, here are some ideas to help get your financial plan in order. Retirement fund. Saving for retirement is crucial. Even small amounts can go towards U.S. savings bonds or mutual funds with an automatic savings […]

Filed Under: Blog Tagged With: Accounting Finance Consultant, business accounting systems, finance tips, financial advice, financial advisor, financial plan, financial planner, financial planning, NJ Financial Planning

Financial Basics: Calculate Your Net Worth

September 29, 2020 by L. Scott Elwell

Whatever your financial goals in life – whether they include buying a new house, taking a trip to Europe, funding your children’s college educations, having enough money fora comfortable retirement, or all of the above -you are more likely to reach your goals if you do some planning. The fact that you are reading this […]

Filed Under: Blog Tagged With: Accountants in New Jersey, Accounting Finance Consultant, accounting help, business accounting systems, finance tips, financial advice, financial advisor, financial planning, NJ Financial Planning, Top Accounting Firms in NJ

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