MFM’s primary program is Daily Money Management which focuses on assisting older persons with day-to-day financial management tasks such as: - Budgeting
- Paying bills
- Banking
- Managing credit
- Applying for government and pension benefits
- Medical insurance billing
Tax Return Preparation and Counseling
- During tax season (early February to April 15) we participate in the AARP co-sponsored Tax-Aide program which provides tax return preparation for federal, state and Philadelphia School Income Tax returns.
- After tax season we are able to answer tax-related question via our telephone hotline at (215) 686-8475, and may be able to prepare prior year tax returns in special cases
Retirement Savings Counseling
Retirement Savings Counseling is provided primarily via our telephone hotline at (215) 686-8475.
