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Marcia L. Campbell, CPA
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Marcia L. Campbell, CPA

financial management for seniors

A hand over another offering some support, which is a fitting metaphor for the answer to the question, How do you talk to an aging parent about finances?
Eldercare and Financial Care | Fiduciary Services

How Do You Talk to an Aging Parent About Finances, Pt. II?

August 10, 2023 by Marcia Campbell Team

When the time has come to have a difficult conversation with a parent about their finances, tact is essential. If this conversation is difficult for you, it is likely twice as difficult for them. People often ask, How do you … Read More

Seniors relaxing and having breakfast, enjoying their retirement, all because their child answered the question, What are the financial needs of an elderly person?
Eldercare and Financial Care

What Are the Financial Needs of an Elderly Person, Pt. II?

July 27, 2023 by Marcia Campbell Team

Age catches up to everyone, but that is no excuse to not stay on top of financial obligations. Many people ask, What are the financial needs of an elderly person? To maintain their independence, keep their dignity intact, and relieve … Read More

tax season
Eldercare and Financial Care | Tax Services

How to Help Aging Parents Before Tax Season

January 13, 2022 by Marcia Campbell Team

As we grow older, we become independent and learn to handle things on our own. However, in our golden years, independence becomes complicated and easy tasks may become difficult to accomplish alone. Concerned adult children want to relieve their aging … Read More

senior financial management
Accounting Services | Blog

Senior Financial Management Resolutions for 2022

January 6, 2022 by Marcia Campbell Team

When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions for many, and it’s just as important for seniors – especially the financial goals.  Financial … Read More

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1940 Orange Tree Ln, Ste 100, Redlands, CA 92374
28200 Hwy 189, Ste O1-240, PO Box 943, Lake Arrowhead, CA 92352
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  • Home
  • Services
    • Eldercare Financial Planning & Care
    • Court Accounting
    • Private Fiduciary
    • Tax Services
  • About
  • Success Stories
  • News
    • Financial Articles for Seniors & Families
    • Publications
    • Newsletters
  • Contact