Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

  • Personal bookkeeping; including household bill payment, budgeting and records management.
  • Managing income receipts, deposits and disbursements.
  • Offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • Identifying retirement needs and goals, as well as managing retirement account disbursements.
  • Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • Analyzing income and expenses to determine long-term financial goals and needs.
  • Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • Tax preparation, filing, gifts, and estate taxes and planning services.
  • Referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

Paying Bills in 2023: Chrisa Anderson’s Tips

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Western Illinois people really do file their taxes this early.) This is the start of the...

4 Financial Goals Western Illinois People Can Reach in 2023

I want to help you today. With your resolutions, that is.You see, if you take a look at the most common resolutions (lose 20lbs, work out more, quit smoking, read more & watch less, etc. etc. etc.) they’re all pretty similar – you might as well get out last year's...

2023 Tax Strategies Western Illinois Taxpayers Should Make Now

Resolutions? Really?It’s kind of what you do in January — new year, new goals, new me … right?Well, as someone who’s made resolutions and failed to keep them over many years, I’m all about focusing on what I know is doable. As your Western Illinois tax pro, I’m...

Federal Spending 2022’s Effect on Western Illinois Taxpayers

As we come out of the last-minute gift wrapping and too many holiday goodies fog and finish out 2022, I want to take a moment and say thank you for your trust this year. We here at CL Anderson & Associates, PC are grateful that you choose us not only to handle...

The New Crypto Regulations and Western Illinois Traders

The holidays are fully upon us, and I’ll have more to say along those lines next week. But, as is usually the case, there are many tax and regulatory things to handle before EOY, and I want to keep you abreast of all those things whether you’re one of my Western...

Anderson’s Year-End Guide to Paying Less Taxes

When scrolling my social feeds, if I come across a Christmas countdown post, I sometimes have to purposefully slow my breathing. For Western Illinois tax and financial pros like me, this season also shouts: deadlines, deadlines, deadlines. Also, yes … happy...

2022 Changes Could Mean Tax Advantages for Western Illinois Filers

Phew. I can tell you (for my part) that I’m eager to metaphorically turn the calendar page into 2023. The last THREE tax seasons have been fairly brutal for tax professionals, navigating IRS staffing challenges, all of the government relief initiatives, and of course...

The New U.S. Congress: What’s Ahead for Western Illinois Taxpayers

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Western Illinois taxpayer. Sometimes,...

Chrisa Anderson’s Thoughts on Finding Joy In Life

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

When Disaster Strikes Western Illinois Taxpayers: Casualty Loss Deduction

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Western Illinois clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the "good"...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us