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Providing daily money management and fiduciary services to clients in the New Jersey and New York City areas

AARP

AARP is a nonprofit membership organization dedicated to addressing the needs and interests of persons 50 and older. Through information and education, advocacy and service, they seek to enhance the quality of life for all by promoting independence, dignity and purpose.

ABLEDATA

ABLEDATA provides objective information about assistive technology products and rehabilitation equipment available from domestic and international sources. Although ABLEDATA does not sell any products, they can help locate companies that do.

Administration on Aging

Administration On Aging (AoA) is the Federal focal point and advocate agency for older persons and their concerns. Through information and referral and outreach efforts at the community level, AoA seeks to educate older people and their caregivers about the benefits and services available to help them.

American Association of Daily Money Managers

As personal financial matters become more complicated – finding time to focus on the daily tasks of money management becomes more difficult. Daily money managers (DMMs) offer services to ensure nothing falls through the cracks including necessities like monthly bill payments, tax preparation, balancing checkbooks, decoding medical bills and negotiating with creditors.

American Association on Health and Disability

The mission of the American Association on Health and Disability is to support health promotion and wellness initiatives for people with disabilities at the federal, state and local level, reduce the incidence of secondary conditions in people with disabilities, as well as reduce health disparities between people with disabilities and the general population. AAHD achieves its mission through research, education, public awareness and advocacy.

The American Health Care Association

The American Health Care Association (AHCA) is a non-profit federation of affiliated state health organizations, together representing more than 10,000 non-profit and for-profit assisted living, nursing facility, developmentally-disabled, and subacute care providers that care for more than 1.5 million elderly and disabled individuals nationally.

American Institute of Professional Bookkeepers

AIPB's mission is to achieve recognition of bookkeepers as accounting professionals, to keep bookkeepers up to date on changes in bookkeeping, accounting and tax, to answer bookkeepers' everyday bookkeeping and accounting questions, and to certify bookkeepers who meet high, national standards.

Assisted Living Federation of America

The Assisted Living Federation of America is the largest national association exclusively dedicated to professionally-operated assisted living communities for seniors.

Brookdale Center for Healthy Aging & Longevity

A study by the Brookdale Center and Hunter College presents the first economic estimates of the value and costs of DMM programs in the report: The Value of Daily Money Management: An Analysis of Outcomes and Costs

The Center for Social Gerontology

A non-profit research, training and social policy organization dedicated to promoting the individual autonomy of older persons and advancing their well-being in society.

Certified Senior Advisors

The Society of Certified Senior Advisors educates professionals to work more effectively with their senior clients. We believe that the right kind of planning, recommendations and referrals can make aging a state to be savored instead of a fate to be feared.

Children of Aging Parents

Children of Aging Parents is a nonprofit, charitable organization whose mission is to assist the nation's nearly 54 million caregivers of the elderly or chronically ill with reliable information, referrals and support, and to heighten public awareness that the health of the family caregivers is essential to ensure quality care of the nation's growing elderly population.

Family Caregiver Alliance

FCA is a public voice for caregivers. Our pioneering programs, information, education, services, research and advocacy, support and sustain the important work of families nationwide caring for loved ones with chronic, disabling health conditions.

Family Caregiving 101

The site is designed to provide caregivers with the basic tools, skills and information they need to protect their own physical and mental health while they provide high quality care for their loved one.

Gerontological Society of America

The Gerontological Society of America is a non-profit professional organization with more than 5000 members in the field of aging. GSA provides researchers, educators, practitioners, and policy makers with opportunities to understand, advance, integrate, and use basic and applied research on aging to improve the quality of life as one ages.

Housing and Mortgages for Seniors

This guide will help seniors of all ages to understand some of the options open to them and precautions that they should take when it comes to owning a home, downsizing, paying a mortgage, taking out a reverse mortgage, and selling property.

Kiplinger Personal Finance: How to Provide Financial Help to Aging Parents

Unsure how to handle your aging parent's finances? Consider hiring a daily money manager.

Legal Information Institute-Cornell University

The Legal Information Institute (LII) is a research and electronic publishing activity of the Cornell Law School. Popular collections include: the U.S. Code, Supreme Court opinions, and Law about...

Medicare: The Official Government Site for People with Medicare

Useful information for and about Medicare beneficiaries.

Medicare Rights Center – Dear Marci Newsletter for Professionals

Medicare Rights Center (MRC) is the largest independent source of health care information and assistance in the United States for people with Medicare. Founded in 1989, MRC helps older adults and people with disabilities get good, affordable health care.

National Alliance for Caregiving

The National Alliance for Caregiving (NAC) is a non-profit coalition created in 1996 to support family caregivers and the professionals who serve them. NAC's founding partners are the American Society on Aging, the Department of Veterans Affairs, AARP, the National Council on the Aging, and the National Association of Area Agencies on Aging. Current membership includes more than 40 national organizations.

NAHQ

The National Association for Healthcare Quality (NAHQ) empowers healthcare quality professionals from every specialty by providing vital research, education, networking, certification and professional practice resources, and a strong voice for healthcare quality.

National Association of Professional Geriatric Care Managers, Inc.

The National Association of Professional Geriatric Care Managers (GCM) is a non-profit association of professional practitioners whose purpose is the development, advancement, and promotion of humane and dignified social, psychological, and health care for the elderly and their families through counseling, treatment, and the delivery of concrete services by qualified, certified providers.

National Association of Professional Organizer

The National Association of Professional Organizers (NAPO) is a group of about 4,200 professional organizers dedicated to helping individuals and businesses bring order and efficiency to their lives.

National Association of Senior Move Managers

NASMM is a non-profit, professional association of organizations dedicated to helping older adults and their families with the physical and emotional aspects of moving. Our members are committed to maximizing the dignity and autonomy of older adults as they transition from one living environment to another.

The National Center for Assisted Living

The National Center for Assisted Living is a resource for leadership in the assisted living profession, serving its members through consumer education, networking opportunities, public affairs, professional development and a respected voice in public policy advocacy. NCAL is the assisted living voice of the American Health Care.

National Center on Elder Abuse

The National Center on Elder Abuse (NCEA) is a national resource for elder rights, law enforcement and legal professionals, public policy leaders, researchers, and the public. The Center’s mission is to promote understanding, knowledge sharing, and action on elder abuse, neglect, and exploitation.

National Council on Aging

National Council on Aging (NCOA) is dedicated to improving the health and independence of older persons and increasing their continuing contributions to communities, society, and future generations.

National Guardianship Association

The mission of NGA is to provide educational training and networking opportunities for guardians and about guardianship; to promote highest levels of values, standards and ethics; and to ensure a nationally recognized standard of excellence.

NeedQuest: Resources for Special Needs Kids & Their Parents

Take a deep breath. Your help and hope start today. Find the best special needs providers and services in New Jersey.

New Lifestyles - The Source for Seniors

New LifeStyles provides comprehensive, quality information on senior residences and care options, free to all that need it.

NOLO Law for All

Nolo is a leading provider of plain-English legal information and products for consumers and businesses.  Its website, which features extensive free content, online tools and a consumer-friendly lawyer directory.

The Simple Dollar : Taking Over Your Aging Parents' Finances Guide

The Simple Dollar is here to help you begin the journey of guiding your parents through this stage of their lives. We’ll cover how to approach the conversation, documents you’ll need, costs to consider, and more. 

U.S. Department of Veteran Affairs

Our goal is to provide excellence in patient care, veterans' benefits and customer satisfaction.

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