PERSONAL FINANCE (Instrumental ADL)

This category of instrumental ADLs includes the ability to, on one’s own, perform personal finance tasks in the following areas:

  • Manage and collect income, pay bills, and budget:
    • Conduct banking transactions
    • Collect income
    • Pay bills on time
    • Budget – manage expenditures within available cash
    • Handle insurance claims
    • Avoid scams
  • Keep records and track activity:
    • Keep track of money of money inflows and outflows
    • Keep track of balances in accounts

Below is a sampling of products and equipment that are designed to help you to take of your personal finances for a longer period of time. Click on the links to find out more information, see other products selections, and if you like, to make a purchase from one of our providers.

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Quicken Premier Personal Finance – (Windows/Mac Disc) – 14-Month Subscription 2020 + TurboTax Premier + State 2019 Tax Software [Amazon Exclusive] [PC Download]

$101.33
  • Includes everything in Quicken Deluxe Plus many more investing features
  • Simplify your taxes and investments
  • Pay any bill directly in Quicken for free, Plus priority access to Official Quicken customer support (a $49 value)
  • TurboTax Premier + State is recommended if you sold stocks, bonds, mutual funds or options for an employee stock purchase plan, own rental property or you are the beneficiary of an estate or trust (received a K 1 form)
  • With Premier, retirement tax help and the IRA tool show you how to get more money back this year and when you retire. Keep more of your investment and rental income. Get your taxes done right and tailored to you, based on your unique situation.
  • MAXIMUM TAX REFUND - Searches for more than 350+ tax deductions and credits, including mortgage interest, property taxes and energy-efficient improvements, to get you everything you deserve