MOSAIC FI
  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently

Pamela Martin, Moving Life Forward

12/15/2021

0 Comments

 
Picture
It is never easy to close up the home of a loved one.  Pamela provides soup to nuts solutions that save you time and stress.  No need to go it alone, she is the partner for this job.

Read More
0 Comments

Learn about daily money managers

10/12/2021

0 Comments

 
Picture
​Need help organizing your finances, paying bills and gathering information for insurance claims and taxes?  Karen Sabin Gitles is the resource you need.

Read More
0 Comments

Financial Elder Abuse and Diminished Mental Capacity

7/9/2020

0 Comments

 
Picture
A growing concern of gerontologists, financial regulators, and law enforcement is the increasing number of cases of elder financial abuse, often due to diminished mental capacity.  This includes mild cognitive impairment as well as dementia and in the beginning it is not easy to recognize.  It can accelerate quickly or slowly.  Every case is different.  


Read More
0 Comments

3 Suggestions from Clients When Transitioning Their Parents Living Arrangements

12/11/2019

 
​Change is guaranteed.  This may happen more frequently as our parents age.  What to do?  How to plan?  Here are three suggestions from our clients experiencing transitions first-hand as well as a timely checklist.
Picture

Read More

    Archives

    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    February 2021
    January 2021
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    June 2019

    Categories

    All
    Banking
    Career
    Charitable Planning
    College Planning
    Credit Score
    Elder Planning
    ESG Investing
    Estate Planning
    Financial Planning
    Health Care Planning
    Inflation Q & A
    Insurance
    Investing
    Market Updates
    Professional Spotlight
    Retirement Planning
    Sustainable & Impact Investing
    Tax Advantaged Savings
    Taxes

    RSS Feed

  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently