Elder
Care–Financial
Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

  • personal bookkeeping; including household bill payment, budgeting and records management.
  • managing income receipts, deposits and disbursements.
  • offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • identifying retirement needs and goals, as well as managing retirement account disbursements.
  • help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • analyzing income and expenses to determine long-term financial goals and needs.
  • providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • tax preparation, filing, gifts, and estate taxes and planning services.
  • referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (781) 340-1829 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Liz Johnson’s Perspective On Proposed New Tax Policies

Oh, you thought I would tell you who I thought would win the presidential election?Nope, I'm not going there.I'm a tax professional though, and I'm not immune to conversations about proper planning for either eventuality. In my opinion, however, the BEST advice about...

Big PPP Loan Forgiveness News For East Weymouth Businesses

You might have seen some rumors on this already, but I wanted to help make everything clear for you...A few weeks back I told you that there were some tax professional rumors circulating about “automatic PPP loan forgiveness” for loans under $150K. Remember that?Well,...

How To Approach Bigger Business Players In East Weymouth or Your Niche

Local East Weymouth business owner to local East Weymouth business owner(though you might actually be out of the area -- but this still applies), I want to remind you of something that you probably already know:With the election just one month away, the world is...

5 Business Mistakes That Can Be Fatal by Liz Johnson

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

Identifying Your Target Prospect by Liz Johnson

With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at EMJ Financial Services Inc we are operating according to the fact that the filing...

Struggling East Weymouth Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by East Weymouth clients and friends what I think the markets will do, and the only thing I...

About That PPP Forgiveness Application for East Weymouth Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my East Weymouth business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same...

Use These Financial Reports For Business Decisions By Liz Johnson

Just in time for the weekend, the IRS issued Friday-evening guidance about the overly-hyped (at first) payroll tax "holiday".There was initial hope that this might be a great shot-in-the-arm for East Weymouth businesses and employees, but given how the thing is...

How Your East Weymouth Company Can Do More With Less Time

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your East Weymouth business right now?I'd like to get just a few sentences about...

How East Weymouth Businesses Get More Done With Less Time

Would you shoot me a note?How are things going for your East Weymouth business right now?Doesn't have to be long ... just a little status update, is all. There might be some things we can do to help, if needed (or traps we can help you avoid if things are rolling...