TASS to present Senior Resource Series at Paramus Library
News
TASS hosts health & wellness panel in Paramus
The TASS Financial & Estate Wellness Panel was held at the Paramus Library on September 18th.
July newsletter
TASS TIPS: FINANCE & PLANNING
- Minimize the amount of your debt, including credit cards.
- Be aware of phone and computer scams and never give out personal information such as Social Security number, date of birth, account numbers, etc.
- When searching for a Financial Advisor, check on their background and professional designations before engaging with them.
- Have a budget and complete a cash flow worksheet to identify sources of income and expenditures.
- Periodically review your insurance and retirement account beneficiaries, as well as investment performance.
- Conduct an annual financial checkup with your Financial Advisor and/or Insurance Agent.
TASS SPOTLIGHT: JEFF DUNCAN
Duncan Financial Services, LLC (DFS) is a full-service, financial organization located in Saddle Brook, NJ that has provided insurance and investment solutions for individuals and families for over 40 years. Our mission is “to always put the needs of our clients first, listening carefully to their priorities and aspirations before making any recommendations”. Our goal is to help our clients make informed and confident decisions based on a personalized long-term financial strategy that will help protect them and their families and sleep well at night. We believe what also sets us apart from many other financial firms is our bend-over-backward service and the time we spend educating our clients about what options are available to them. We are proud of the fact that many of our client relationships are long term encompassing second and third generations.
Our range of expertise includes, but is not limited to, Retirement Planning, Social Security Planning, Estate Planning and Long Term Care Planning. We have the ability to access the needs of our prospective client’s, and then search the marketplace for the best insurance and investment plans to fit their short, intermediate and long term objectives.
At DFS, we have always believed that the best way to help our clients is to approach their planning using the “team approach”, working closely with their other advisors, including their CPA and attorney. In doing so, all of the team members can coordinate for the best possible outcome that will be most beneficial to our client and their families. Our annual review process was designed to make certain our clients are kept informed and up to date with the performance and progress of their insurance and investment plans, making any necessary adjustments to improve such programs as needed.
Our knowledge, experience, and education has resulted in our being able to offer a variety of products including Long Term Care insurance, life insurance, disability income protection, annuities and investments to suit our client’s needs.
So, whether you’re looking toward a milestone event like retirement, are in retirement and looking for additional income, or searching for financial protection for your family or business, we’ll give you our full attention, insight and guidance to help you on your path toward financial security.
We would be pleased to schedule a one-on-one meeting or provide you with any information to assist you by contacting us at:
Duncan Financial Services, LLC
250 Pehle Ave., Suite 405
Saddle Brook, NJ 07663
Phone: 973-237-4326 Email jeffreyduncan@financialguide.com
Jeffrey H. Duncan is a registered representative of and offers securities, financial planning and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory office: Park 80 West Plaza One, 250 Pehle Avenue, Suite 405, Saddle Brook, NJ 07663, 973-237-0100. Duncan Financial Services, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
CRN202105-247859
ABOUT TASS
If you are looking for guidance on the best senior services in your area or just some friendly advice, TASS would be happy to help you and your family make the most informed decisions about future possibilities.
These areas include healthcare, therapy, legal, accounting, financial, household and a variety of personal services. The fee for these services is based on each professional; however, some have special discounts for seniors! For a full list of available services, please visit our website at https://www.tassgroup.org/. Give us a call at 1-866-317-0777!
TASS participates in Brain & Health Fair
TASS participated in the Brain & Health Fair on June 26 and this was the crowd of seniors learning about our diverse services plus signing up for our free raffle prizes. Thanks to Doug Feltman, Karla Cino, Dan Kerrigan and Andrew Vasta for ably manning our table.
Senior Resource Series at the Dixon Homestead Library this June
Tips about when to call for help when caring for a loved one and more from TASS
| TASS TIPS: When to call for help when caring for a loved one Few decisions are more important than how we care for our loved ones who are unable to care for themselves. With advances in medicine and an aging population, more of us are called to the challenge of providing care. Many people are unprepared for this role, physically or mentally or lack the time or proper skills. Here is some guidance on when to call for outside help: *You are concerned about an older family member and they are resisting care *You want the best care for a loved one *Your loved one has a difficult diagnosis or multiple diagnoses *Your loved one is exhibiting behaviors that concern you * You need immediate, personal assistance As a caregiver, you may also need professional assistance if: *You are overwhelmed or stressed by the various requirements of a caregiver *You have a limited support system *You need consistent, objective and accurate information *You share caregiving roles and a consensus on care cannot be reached. Your own health is at risk. TASS MEMBER SPOTLIGHT: Generations Counseling and Care Management LLC Generations Counseling and Care Management LLC provides a professional response to the needs of the elderly and the families that care for them. Whatever the situation, the care managers at Generations are available 24/7 to help you or your loved one understand and respond to many of the situations and challenges of care. A care consultation can include: *An evaluation of a client’s medical condition & social and psychological functioning *An assessment of daily living skills *An exploration or housing options, legal needs & available local services, providing information on quality and cost *A determination of available benefits as well as financial planning options for the present and into the future Generations also offers professional, experienced and confidential counseling and psychotherapy services to individuals and their families provided by a Medicare-Certified Clinical Social Workers and Clinical Psychologists. These services are available at home, in our office or in residential communities. We’d be happy you give you more information on how we can help: Generations Counseling & Care Management LLC 336 W. Passaic Street, Rochelle Park, NJ 07662 201-845-7030 or 866-353-3726 www.generations-llc.com info@generations-llc.com About The Alliance for Senior Services (TASS) If you are looking for guidance on the best senior services in your area or just some friendly advice, TASS would be happy to help you and your family make the most informed decisions about future possibilities. These areas include healthcare, therapy, legal, accounting, financial, household and a variety of personal services. The fee for these services is based on each professional, however, some have special discounts for seniors! For a full list of available services, please visit our website at https://www.tassgroup.org/. Give us a call at 1-866-317-0777! |