An area in-home services group is offering a program to help seniors keep track of their finances.
Jane Burleson, owner of the area office of the Seniors Helping Seniors franchise, with the help of Jerry Bell is looking to help area seniors keep track of their finances.
Burleson is a retired insurance and banking manager and Bell, an MBA and a registered tax preparer, heads the financial division of Burleson’s Seniors Helping Seniors office.
As members of the American Association of Daily Money Managers, Burleson said she and Bell want the same thing: to help seniors protect their finances and learn to budget so that they can continue to live independently.
“It’s fun to see the seniors have an understanding and more opportunity, and not so worried about their day-to-day finances,” Burleson said.
Burleson’s office, opened five months ago, services both the River Valley and Northwest Arkansas, she said. Her office currently has eight clients in Crawford County, she said.
Seniors Helping Seniors matches active seniors who can provide helpful services to those who need assistance - anything from light home repair to non-medical caregiving.
Burleson’s office also helps seniors learn to properly manage their finances, an important part of living independently, Burleson said.
Properly managing finances can be a major hurdle for seniors because of physical and mental ailments, she said.
Bell works one-on-one with seniors in need of his help to show them how to properly handle and budget their money, Burleson said.
“He can explain it to them, organize them and work with their families so it’s transparent and everyone knows what’s going on,” she said.
Bell can even help the senior put together a “book” with their pertinent financial information all in one place. Keeping information in written form helps seniors with memory loss keep track of their money, Burleson said.
Financial services provided by Burleson’s staff include bill paying, reconciling checking accounts and investment statements, preparing and making bank deposits, organizing tax documents, negotiating with creditors, reviewing medical insurance and verifying claims processing, and providing general organizational help.
Seniors Helping Seniors staff also can help seniors learn to avoid financial scams and solicitations, she said.
“Our ultimate goal is to help seniors and their families relieve stress and live independently with joy, dignity and honor,” Burleson said.
Burleson is hoping to expand within Crawford, Washington and Sebastian counties, she said. She currently is hiring seniors with trade skills and as caregivers, she said.
Though they are compensated, Burleson is looking to hire individuals with a spirit for giving, she said.
“We really hire on heart; we’re really looking for people with a volunteer heart,” Burleson said.
For more information on working with or receiving assistance from the local Seniors Helping Seniors office, call (479) 287-2616, email firstname.lastname@example.org or go to www.seniorshelpingseniors.com/BostonMountains.