Helping you Manage the Financial Details of Your Life

802-343-0389

Email: info@moneycarevt.com

Author Archives: Robyn

Know the Rules When Applying for VA Pension Benefits

The Veterans Administration provides many benefits for our veterans. While many of us are familiar with health care benefits, the VA also provides home loan guaranties, education assistance, and employment assistance programs, to name a few. One important benefit for low income veterans and their survivors is the pension program. The Veterans Administration (VA) pension […]

Estate Planning: Not a Game of Hide and Seek

This week’s blog is a guest blog from Attorney Jennifer Luitjens of Jarrett & Luitjens Estate & Elder Law. Games are usually a lot of fun, but you don’t really want to play hide and seek with your estate planning documents.  After you have signed and implemented your plan, you may want privacy, but you […]

Plan Now for the Holidays

It’s time to plan for the holidays. “Wait a minute,” you might think. ”School just started and Halloween hasn’t yet arrived! Why should I think about the holidays now?” Without planning, the holidays, which I will define as the period of time from Thanksgiving through New Year’s, can put financial strain on families. When unprepared […]

New Law Allows You to Freeze Your Credit for Free

In response to the massive data breech last year at Equifax, a new federal law will allow you to place a freeze on your credit file at no cost. Currently, you must pay a fee to do so. The law takes effect September 21, 2018. Equifax, Experian and Transunion are the three major credit reporting […]

Five Ways to Help Your Parents Keep Their Financial House in Order

Many times, our parents don’t need (or want!) someone to completely take over their checkbook. Sometimes all they need is a little help. If they are willing to share information with you, here are five ways you can provide assistance while helping your senior maintain independence. 1. Review the incoming mail with your parents. Many […]

Five Tips to Help Your Parents with Technology

Adult children frequently assist their parents with choosing and setting up computers, cell phones, and other electronic devices.  Sometimes this is successful for the senior. Other times it’s not. More than once I have witnessed an older client’s family member help the client select or set up a device. After the family leaves, the client […]

What to Know About Your New Medicare Card

If there is a way to scam you out of money, thieves will be all over it. Unfortunately this is happening with the rollout of the new Medicare cards. Medicare is removing Social Security numbers from Medicare cards. By April 2019, all Medicare participants will receive a replacement insurance card with a new, unique number. […]

Guest Blog – Caring Professionals

This week’s blog is a guest blog from my friend and colleague, Barbara Boustead of Madison, Wisconsin. Barbara serves with me on the board of directors of the American Association of Daily Money Managers.  This is an exciting time for daily money managers in Wisconsin and across the nation! We’re adding professionals to our industry in […]