Local accountant works to keep seniors healthy - financially
Len Pytlak is a Certified Public Accountant with his own accounting business, with a special focus on seniors. Len chatted with us this past weekend on our radio show.
Len seems to have a strong sense of the unique considerations of elderly clients and where they need extra attention. Our talk was full of good advice to help seniors and their families stay out of financial trouble.
Len offers Senior Financial Eldercare Service to help folks with their bills, budgeting and monitoring of expenses, as well as income tax preparation and planning. Len knows that seniors can be taken advantage of, and, unfortunately, there are too many people out there trying to do just that.
Len likes being a sounding board, talking things through with his clients and their families. It is easy to see that people trust Len. He has a reassuring manner and obviously knows his business well.
We spoke about putting your children’s names on your assets (car, home, whatever) and how that is generally not a good idea. This can cause gift tax issues, and could even result in liens on your home. Using a trust is generally a better approach.
With many couples, frequently one is taking care of all the bills and financial matters. If the one paying the bills has a medical emergency, it can be difficult for the other spouse to maintain the household finances. Having a complete list of all your account information (names, numbers and contacts) is very helpful in these situations.
To listen to the 12-minute discussion with Len click:
To get in touch with Len, you may call 734-663-1313, or visit his website lenpytlakcpa.com.
Photos by Alan Caldwell
We were very pleased to have Katie Clark, Public Health Intern at Packard Health, join us next. Packard Health is a “patient-centered medical home.” Packard Health is one of our very favorite local organizations, providing high-quality care to all members of the community, those with and without medical insurance.
Katie is fairly new to Packard Health but has clearly already jumped in and gotten very involved with the clinic. Currently, Katie’s main responsibility is organizing “The Packard Health 2011 Youth Health Fair and Be Well Block Party.” For all the grandparents reading this, the fair represents a terrific opportunity for your grandkids to get a free check-up and maybe get a bit excited about learning how to stay well.
The fair is this Thursday, June 23, from noon to 5 pm. There are free physical exams for the first 300 kids. There are also free immunizations and free dental screenings available. The fair will additionally have some bike helmets and car seats for those in need.
There will be plenty of entertainment, with a DJ, games, bubbles, snacks, and just lots of fun! It’s all happening at Packard Health’s main clinic at 3174 Packard Road in Ann Arbor.
The Youth Health Fair is being sponsored by Thomson Reuters, as well as the Child Care Referral Network and United Bank and Trust.
To listen to the 12-minute talk with Katie please click:
To get in touch with Katie Clark or Packard Health, please call 734-971-1073, or access the website packardhealth.org.
Alan Caldwell and Sheila Doeden co-host Everything Elderly every Saturday morning at 8:30 on 1290 WLBY. In their day jobs, Alan and Sheila co-own and co-manage Senior Helpers, providing in-home care services, primarily to the elderly. Both can be contacted at firstname.lastname@example.org, or at 74-927-3111.