Posts Tagged ‘ senior financial management ’


Aug 13th, 2013 | By Dr Jerry D Elrod | Category: Senior Moments Blog

How well you are doing financially has to do with the aggregate financial statement, which most seniors try to track very carefully and at least monthly. Excessive, uncontrolled, poor discipline in scrutinizing month to month expenses can get one in a financial quandary all too quickly.

A regular perusal of financial expenditures is an absolute requirement in retirement. Keeping those expenses at a well managed level creates comfort, reduces stress, and assures that your outgo and income will be well balanced.

Reviewing the bottom line should include the following:

Senior Finances: Record-Keeping on the Computer

May 4th, 2011 | By Sharon Shaw Elrod MSW EdD | Category: Senior Finances

Keeping track of finances is a bug-a-boo for some of us seniors, and for others it’s not a problem.  Many of us used to ‘do our bookkeeping’ by hand on ledger pages we bought at the local office supply store.  With the onset of computers and electronic record-keeping many of us chose to change to [...]