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I wanted to share with you the story of Dorothy, a client of mine for almost 4 years. I believe her story brings to life the services we provide and the passion we have for helping seniors with daily life and money matters. Dorothy was 79 years old when I started working with her in […]
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Last week, I gave you 3 signs to watch for when visiting an elderly loved one during the holidays. If you missed it, you can read it here. My suggestion, of course, is to enlist the help of a Daily Money Manager. But what if that’s not a realistic option due to costs or the […]
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