Elder
Care–Financial
Care

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…

  • personal bookkeeping; including household bill payment, budgeting and records management.
  • managing income receipts, deposits and disbursements.
  • offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • identifying retirement needs and goals, as well as managing retirement account disbursements.
  • help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • analyzing income and expenses to determine long-term financial goals and needs.
  • providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • tax preparation, filing, gifts, and estate taxes and planning services.
  • 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.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (251) 633-4070 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Post-Stimulus Taxes for 2020

I mentioned last week the key provisions of the "American Rescue Plan," while it was just proposed legislation.Now that the House has passed it, there is more meat on those bones. I'll run it all down for you once it's been signed by the President, but the key...

Debunking Estate Plan Myths For Mobile Taxpayers (Part 2)

We're diving in, with sleeves rolled up, with a bunch of our Mobile area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: 251-633-4070But here at Lindsey & Waldo we're also keeping an eye on the Congressional...

Debunking Estate Plan Myths For Mobile Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.  With new PPP loans for Mobile small business owners, credits aplenty in all of the variety of stimulus bills,...

Attention All Mobile Taxpayers, Tax Season Is Here

Congratulations to the Patriots -- I mean the Tampa Bay Buccaneers -- for their Super Bowl victory.Here at Lindsey & Waldo, we don't have a lot of time to pay much attention to such doings since tax season is here. Even though the actual submission of tax returns...

Mobile Taxpayers It’s Time To Deal With Your 2020 Tax Return

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can.But that doesn't mean we can't help you get started. In fact, we're already in process with a few Mobile clients, and more and more are contacting us every day. If you...

Retirement Money and Five Financial Mistakes To Avoid by Richard Lindsey

This is the time of year when we are normally opening up to file returns on behalf of Mobile clients, and taking a breath of "calm before the storm".Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their end-of-year...

Richard Lindsey’s Tax Checklist for Mobile Taxpayers

Every year within the independent tax and accounting business community here in Mobile (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was "all people are tax people". This year, they're...

Richard Lindsey’s Four Keys To Focus And Building Momentum in 2021

It seems so long ago (it was only last week) that we were cueing the fireworks and celebrating leaving 2020 in the rearview.But after all of the events of the past week, it seems wise that we might adjust to the fact that the world around us is not what it might have...

Five Key Takeaways From The Second Coronavirus Relief Bill For Mobile Taxpayers

Say it with me again: it's a whole new year. 2020 is in the rearview...And 2021 is starting with some very nice treats for regular families in the clunkily-named "Coronavirus Response and Relief Supplemental Appropriations Act of 2021", also known as the "Consolidated...

Richard Lindsey’s Very Last Minute Tax Moves for 2020

These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year's Eve and New Year's Day.So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively applied after...