Managing your financial affairs involves accounting (budgeting and tracking) for both income and other cash inflows, and expenses and other cash outflows. In addition it involves planning and making arrangements to minimize tax obligations.
Accounting
Keeping Track of Income and Cash Inflows
Keeping Track of Expenditures and Cash Outflows
Taxes
Income Taxes
Gift Taxes
Estate Taxes

Personal Development Goals

Bedrooms Designed for Aging in Place
Furniture
Kitchens Designed for Aging in Place
Lighting and Light Switches
Assisting With Functional Mobility
Bath and Shower Mobility Aids
Bedroom Mobility Aids
Assisting with Personal Grooming and Hygiene
Caring for Someone With Incontinence
Helping People To Cope with Alzheimer’s and Dementia
Helping With Bill Paying
Home Cleaning Services
Offering Companionship
Providing Medication Reminders
Providing Transportation
Running Errands

Burn Care
Mental Health Rehabilitaion
Canes
Chair Lifts / Stair Lifts
Grab Bars
Knee Scooters / Knee Walkers
Ramps
Scooters
Transfer belts / pads / equipment
Walkers and Rollaters
Wheelchairs and Mobile Chairs
Accounting and Tax
Books-Seminars-Courses
ASSISTED LIVING
Assisted Living Facilities
Cohousing Communities
Manufactured Housing Communities
Naturally Occurring Retirement Communities (NORCs)
Personal Residence LIving Independetly
Accessory Dwelling Units
Continuing Care Retirement Communities
Multigenerational Households