Lotus Fiduciary Group

Lotus Fiduciary Group

To provide responsive and effective fiduciary and daily money management services while supporting families and other professionals in the area of education and advocacy.

We provide daily money management and bookkeeping services for individuals


These books got rave reviews from people who do family financial education for a living đź“š


Aging Parents And How Collecting Data Does Not Stop Financial Abuse

forbes.com The government, banks and financial institutions collect data about financial elder abuse but his does not stop abuse. Family or close friends are the only effective protection against predators. Family has the power to take action, particularly legal action when needed.

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


When Aging Parents Need Help With Financial Tasks

wsj.com How to find a trusted daily money manager for aging parents who need help managing accounts and other paperwork. One source of help can be the American Association of Daily Money Managers.


Daily money management services keep seniors independent

chicagotribune.com Think of all the day-to-day tasks that involve our money from paying the bills and balancing the checkbook to giving to charity, filing insurance claims, managing investment income, and more. It's too much for many seniors, especially when you factor in memory issues, arthritis, failing eyesight and...


Creating a financial backup plan for singles

creditcards.com If a crisis keeps you from paying your bills, a financial backup plan can keep creditors at bay


4 types of financial helpers: which is best for you?

creditcards.com Financial helpers can assist with almost any money situation. It's important to know who to call when you're in need


How to Provide Financial Help to Aging Parents

kiplinger.com When it's time to step in, avoid the stumbling blocks with these strategies.


In Maine, the Senior Companions program connects around 600 isolated seniors to a friendly visitor every week. "It's just so nice to see someone laughing," a senior says. "And to be included in that too."

The Wall Street Journal

Retiring baby boomers are turning the U.S. into a country with fewer workers to support the elderly, new census figures show.


A judge sides with parents and rules their 30-year-old son must move out


edition.cnn.com A 30-year-old man didn't get the message that it was time to move out of his parents' home, even after they left him five notices and an offer of cash to help find new digs.

[05/03/18]   How Criminals Steal $37 Billion a Year from America’s Elderly - Bloomberghttps://apple.news/AuYCNpbJZT5KK7wmPTHfZfw


How to Raise More Grateful Children

wsj.com A sense of entitlement is a big problem among young people today, but it’s possible to teach gratitude—not least by expressing it more often yourself.


Tender Images Reveal Life Inside an Alzheimer's Ward

nationalgeographic.com A photographer shines a light on the dark reality of living with Alzheimer’s.


"You do what you can to survive." Linda and Larry Drain got married in 1981, but when Linda's eligibility under Medicaid was threatened, they were forced to either separate or lose her benefits. Now they live 40 minutes away from each other in low-income housing.


House Votes To Overturn Obama Rule Restricting Gun Sales To The Severely Mentally Ill

npr.org The measure would have required the Social Security Administration to send records of some beneficiaries with severe mental disabilities to the FBI's National Instant Criminal Background Check System.


The rule made financial advisors work in your best interest, not best commission for them.

Lotus Fiduciary Group

Lotus Fiduciary Group's cover photo

Lotus Fiduciary Group


Bedbugs: Coming to a Bed Near You

news.nationalgeographic.com People take extreme measures to get rid of bedbugs. Some have been driven to suicide, says author.


Disinheriting a Child and Other Good Reasons to Get a Living Trust

kiplinger.com Assets placed in a living trust go directly to your heirs when you die, bypassing probate.


The Difficult, Delicate Untangling of Our Parents’ Financial Lives

wsj.com When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to figure it all out.


October 14th Shine On Art Auction Preview!

Just one of the ways we contribute to the community?


[02/20/14]   Janet Yellen, the new Federal Reserve Chief, confirmed that 0% interest rates would continue into at least 2015,

[02/11/14]   Benefit Payee Services celebrates 12 years in business this month!


14 Apps Every Entrepreneur Needs in 2014

Lots of great mobile apps for Entrepreneurs!

entrepreneur.com For entrepreneurs to maintain their continuous juggling act, they are going to need a little assistance with multi-tasking. Here are 14 apps that...

[01/28/14]   Attending Estate Planning Strategies in 2014.

[12/03/13]   Looking forward to presenting this morning to Denver County APS team on daily money management services.



The benefits Medicaid expansion clients will receive beginning January 1, 2014, will be largely the same as the benefits current Medicaid clients receive. http://ow.ly/rgFGk


[11/27/13]   On average, women make less money than men and live longer. Therefore, it is even more important for single women to plan for retirement.

[11/25/13]   "Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." - Ayn Rand...

[11/25/13]   Working on an annual accounting and financial plan for a client at 6:00am this morning. Happy Monday!


Not wanted: 100,000 Medicaid enrollees

States that didn't want to expand #Medicaid have gotten 100,000 new recipients. http://ow.ly/r9yry

money.cnn.com More than 100,000 people currently eligible for Medicaid are signing up in states that are not expanding the public health program under Obamacare.

[11/05/13]   I feel grateful that today I get to present to the Jefferson County Adult Protective Services team on how to utilize money management services for at-risk adults.

The Wall Street Journal

It is more important to save for retirement than for college, financial experts say. http://on.wsj.com/1852XRp

The reasoning is that retirement is primarily funded by savings, whereas college can be partially paid through scholarships or student loans.

What do you think of this reasoning?


How to keep your kids from becoming money abusers Jonathan Burton's Life...

How to keep your kids from becoming money abusers http://ow.ly/pYsGE

marketwatch.com Financial literacy is crucial to children’s well being. Here are four ways for parents to shape children’s financial values.



Today Federal Regulators Issue Guidance on Reporting Financial Abuse of Older Adults http://ow.ly/pf3Mc


The Wall Street Journal

U.S. officials revealed insurance prices that will be offered through health-care exchanges starting Oct. 1: http://on.wsj.com/15TAqkt

Young buyers likely will pay more than they do currently while older consumers should get a break.

Have you thought about what happens to your digital assets after your death? What about if you become incapacitated? I recommend creating a password protected spreadsheet of all your accounts, website addresses, usernames and passwords. You should keep this list some place safe like a safe deposit box.

Do you know who will inherit your Facebook, Google and Twitter accounts after you die? Advisors say to have a plan for passing on ownership and passwords: http://on.wsj.com/18Dq6JE

[09/17/13]   I'm looking forward to attending the Fall Symposium: Emerging Trends in Fiduciary Law and Litigation at Holland and Hart this morning.

The Wall Street Journal

In the biggest shake-up of the Dow Industrials in nearly a decade, Alcoa, Hewlett-Packard, and Bank of America will be dropped from the 30-stock index. http://on.wsj.com/1b29m5Q

The Dow will add Goldman Sachs, Nike and Visa in their place. What do you think of these changes, which will take effect with the close of trading Sept. 20?


Married same-sex couples will now be treated as such, when doing taxes, the Treasury announced today. Here's what that means: http://money.us/143kUmY


BREAKING NEWS: Yearlong investigation uncovers widespread schemes to bilk California Medicaid system. Watch "AC360" at 8 p.m. ET. Full story coming soon.


6 Things Really Happy People Do

6 Things Really Happy People Do

inc.com Are you tired of settling for just being content? Here is how really happy people stay that way.

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Cherry Creek Dr N,
Denver, CO

General information

Daily Money Management Lifestyle Management Small Business Bookkeeping

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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¡Contamos con dos nuevos locales!