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Can this couple manage their day to day finances? Does someone have financial POA?
My parents got to a point where my Mom, the keeper of the checkbook, could no longer do the math mainly due to eyesight issues. Dad was never good at regular math but was a whiz at physics [go figure, sorry for the pun]. Just normal age decline.
After my Mom has passed, Dad's caregiver noticed my Dad was tossing away current bills into the recycling, and Dad was more than happy to hand me that chore. Oh great, now I need to balance a checkbook :P
Relssek, I noticed in your title you mentioned one of the senior is disabled. Disabled in what respect? Should they be living in a senior facility?
I’ve set up all medical bills and accounts online with automatic payments. Once in a while I check to make sure it’s all going smoothly but so much easier. It’s easy to do
Some of this could be done on line, you could access the account and balance. It will not show what checks are outstanding but it will give you a good idea week to week what is going on.
If possible can auto payments be done for routine bills such as Gas, Electric, Cable, Sewer and water, garbage. Other bills could also be done on a charge card and that could be set up as an auto payment as well. All this is pretty easy to see with on line banking.
You could also check with local Senior Services and ask if they have a CPA that volunteers to do things like this.
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