November 2015 | Your Senior Partners

Archive Monthly Archives: November 2015

3 Quick Signs An Elderly Loved One Needs a Daily Money Manager

Tis the season when people everywhere will be visiting their aging parents or elderly loved one for the holidays. Before the visit, everything may seem fine and wonderful on the surface because, “they’ve never asked for any help.” It’s rare that seniors will ask for help so it’s up to you to look for signs […]

Choosing the Right Daily Money Manager – Part 4

Today we’re finishing up our four-part series on how to choose the right Daily Money Manager for your needs. (Don’t miss part 1, part 2, and part 3) It’s important to know: How will your Daily Money Manager work? How will they determine the scope of the work that needs to be done? Is there […]

Choosing The Right Daily Money Manager – Part 3

One thing that makes Senior Partners unique is that we help simplify the complicated decisions facing today’s seniors. As our world changes, it becomes more difficult to keep up with new technology and terminology. Senior Partners translates confusing concepts facing our seniors into language that can easily be understood–empowering seniors to make the best choice […]

The Right Daily Money Manager – Part 2

Choosing the right Daily Money Manager for your needs can be a challenge. In part 2 of our series, I’ll share another tip that can make the process easier. Potential clients often ask me, “What makes your company different?” Last week, I shared with you our specialty and experience in working with seniors. If you […]