Posts by Organized Wealth Services

About 1 in 7 Americans have unclaimed cash or property, according to the National Association of Unclaimed Property Administrators (NAUPA). “Unclaimed property can be anything from forgotten checking accounts, payroll checks, insurance payments—even the contents of a safe-deposit box,” says Shaun Snyder, CEO of the National Association of State Treasurers. You can go to MissingMoney.com…

1More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start. By Diane Harris Sept. 21, 2024 For Sara Zeff Geber, the “aha moment” came a few years ago as she listened to a friend recount all the tasks she was taking…

Aging brings wisdom, experience, and—if managed wisely—peace of mind. Yet, for many senior citizens and geriatric adults, financial concerns can complicate what should be a time of relaxation and enjoyment. As a dedicated financial professional specializing in the unique needs of seniors, I’m here to offer guidance, clarity, and support to ensure your financial well-being…