Common Sense Solutions, Inc.

How do I get to May? The question was asked of my 63 year old client as we paid his bills. It was early April and I entered reminders to his calendar as we sat together. I reached over and turned page to May. Alzheimer’s Disease is heartbreaking.

A MedicAlert ID and membership with Wandering Support® provides an extra level of safety and security for persons living with dementia, their families and caregivers.

→ How it works

If an individual with Alzheimer’s or dementia wanders and becomes lost, caregivers can call MedicAlert’s 24/7 Emergency Response Team to report it.

MedicAlert will create a missing person report and activate a community support network including local law enforcement and hospitals to help locate the person who wandered. MedicAlert will share vital information with first responders as needed.

If someone with dementia is found wandering, citizens or first responders can call MedicAlert’s toll free number on the person’s MedicAlert ID to identify the individual and initiate outreach to their emergency contacts.

In either case, the goal is to quickly reunite the person who wandered with their family and loved ones.

https://www.medicalert.org/alz

Medical IDs with Wandering Support | MedicAlert Foundation Medicalert Foundation & Alzheimer's Association are partners in the mission to end Alzheimer's. MedicAlert provides IDs for persons living with dementia.

I manage my client’s wealth through coordinating information among investment managers, CPAs and attorneys, insurance experts, medical providers and others. The various professional credentials I earned are necessary to understand the components that make up abundance. An accounting degree, tax preparation experience and working with some of the best in wealth management allows me to understand ratios and make accurate calculations, assumptions and projections. I believe strongly in keeping my client’s intent front and center. The sprinkling of common sense helps sweeten the recipe that leads to well managed finances and peace of mind. Prosperity comes in many forms and flows freely.

Common Sense Solutions Celebrates Its 20th Anniversary in Wealth Management and Financial Services

Atlanta, GA March 4, 2021: This month, Common Sense Solutions celebrates 20 years of providing wealth management and financial services to clients in Atlanta, the Southeast, and around the world.

Since 2001, Common Sense Solutions has been successfully guiding clients and providing money management services, fiduciary services, and life management services. Working with seniors, high net-worth families, and professionals, Common Sense Solutions relieves the burdens associated with handling financial and life-planning issues that typically become more difficult with age.

“The ethical and capable oversight of our client’s private wealth management is central to everything we do,” shared Vivian Wright, Founder and President, “and that keeps us focused on our goal of serving and protecting those who need help managing their monetary affairs.”

Wright, a Certified Trust Financial Advisor, Registered Financial Gerontologist, and Daily Money Manager, founded Common Sense Solutions in 2001 after building a stellar career and reputation with leading wealth management groups like Wells Fargo, Bank of America, and SunTrust. The company has grown steadily in two decades and currently manages the cash flow of over $300 million in client assets. Wright credits the growth to her team’s commitment to their company mission of upholding the internal controls and safeguard of a bank trust department with an emphasis on honesty, accountability, confidentiality, and fiduciary duty to serve the best interest of her clients.

About Common Sense Solutions

Founded in 2001 by seasoned wealth manager Vivian Wright, Common Sense Solutions is based in Atlanta, Georgia. Serving clients across the Southeast and globally, the firm specializes in daily money management, fiduciary services, senior living solutions, and customized client services including cash flow management, checkbook balancing, and tax coordination. For more information on planning and services, please contact [email protected].

Justice Department cracking down on financial scams targeting the elderly U.S. banks reported a record 24,454 suspected cases of elder financial abuse last year, more than double the amount five years earlier

Common sense doesn't come with a degree

Found the spirit of Christmas today when stumbled this pic of our company Christmas party at Horseradish Grill 2018. Some were not able to make the luncheon. Longing for cooler weather and a season of joy!!!

"When you see something that is not right, not fair, not just, you have to speak up. You have to do something." John Lewis RIP

It is a wonderful day when your client thanks you for sending him his own box of cornflakes. This client lives in a retirement community and he just needed some more Tony the Tiger! Oh, and I threw in a big box of a Moon Pies! Enough to share!

Common Sense Solutions just published our new website. Check it out!!! With Vivian M Wright Coleen Price Rosenberg Maria Head

www.comsense.biz

Common Sense Solutions - Home Page

Below is a incredibly great explanation of the options for taking penalty free loans and distributions from retirement accounts.

https://youtu.be/EAUqQjX2ccU

Coronavirus Relief: $100K 401(k) Loans & Penalty Free Distributions From Retirement Accounts The CARES Act opened up new penalty free distribution options for IRA, 401(k), 403(b), and other types of employer sponsored plans. In addition, taxpayers wi...

Happy 19th Birthday Common Sense Solutions!

Common Sense Solutions went paperless over 12 years ago. Our files are electronic so we may share information easily through email or online portals. Even though we have a brick and mortar office, our employees work remotely and our personal in-home visits with our clients to share reports and review their financial needs keep the intimacy of our services. So last Monday, March 9th, after a weekend of intense research, when I made the tough decision to replace personal visits with phone and video conferencing, it was in keeping our clients’ best interest at heart. We haven’t skipped a beat. Taxes are filed timely, real estate closings are not delayed and bills are paid by their due dates. Life is good for our clients due our virtual systems. Now, the tangible personal property inventory and appraisals...well stay tuned. We will let you know how we are working safely and efficiently to meet deadlines in my next post.

Tangible Personal Property Management in an Estate: Inventory, Photograph, arrange for appraisal as seen here. We follow the terms of the Will /Trust or the directives of the Client to sell, distribute or donate. It’s very tedious work, often interesting since each set of TPP is unique as are our clients.