Personalized Money Management for Seniors in the Age of Technology

Many of our clients fondly remember the friendly faces they’d encounter when visiting the neighborhood branch of their bank. Relationships went beyond receiving assistance with simple transactions like deposits and withdrawals. Bank employees willingly helped with troubling monthly reconciliations, happily answered a range of financial questions and even remembered details...

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Legal Issues, Large and Small

Search and Care’s “Money Matters” is a free service that helps seniors better manage their finances with the support of our retired financial experts (“Field Financial Navigators”). Perhaps you, an older family member, or friend are experiencing difficulties organizing bills, writing checks, or creating a budget to make ends meet....

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Many Faces…

The older people who seek help with their finances come from diverse backgrounds, have varying talents, and face different challenges. Here are a couple of stories highlighting the “faces” of the older people Money Matters serves: Ms. N, 88, has macular degeneration, making it nearly impossible for her to read...

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What is Money Matters?

Did you know Search and Care has a unique, financial management program called Money Matters? Geared towards financially at-risk older neighbors living primarily in NYC’s East Harlem, Carnegie Hill, and Yorkville communities, Field Financial Navigators (retired bankers) provide one-on-one assistance with bill-paying, budgeting, reconciling bank statements, organizing documents, debt advocacy,...

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