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 […]
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Daily Money Management is a relatively new service offering in the marketplace, but there are many people out there offering the services and I get asked all the time, “What makes your company different?” How do you know which Daily Money Manager to work with? How do you know if they’ll be a good fit […]
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One of the things that makes our company different is that we believe the personal touch is important. Some Daily Money Managers like to sit at home in front of their computers sorting mail and creating reports—in their pajamas. Which is fine for them, but it’s important for us to see what’s going on with […]
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Last week, I posted 6 Lessons For Those Stuck in the “Sandwich” (if you missed it, you can check it out here). There was a nice photo of a smiling, happy, seemingly loving family; but let’s face it, not every family is smiling and happy or loving when faced with dealing with their own family […]
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The Sandwich Generation. I’m sure you’ve heard that term a lot recently. It refers to the millions of Americans who are “sandwiched” between their aging parents but have children or young adults they’re still supporting. Imagine the difficulty trying to manage the day-to-day affairs of aging parents when most adult children find it difficult to […]
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Everyday, as a Senior “Inbox” Manager, I learn something new and awhile back it was the word “escheat.” The World English Dictionary defines escheat as, “the reversion of property to the Crown in the absence of legal heirs.” Today it means the reverting of property to the state or some state agency usually because […]
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Now, I’ll admit, even as a Daily Money Manager, going through paperwork isn’t the most fun aspect of my job—but it can be one of the most crucial. A few years ago, I took on a client who had no family to help her with her daily life and money matters. During one of my […]
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That’s the question I get all the time after I tell someone that I’m a Daily Money Manager! “Daily Money…what?” “You’re a Day Trader?!” No! “Oh, you manage people’s money!” Nope! It’s understandable why people are confused: mostly no one has ever heard of Daily Money Management or knows that the service even exists. Daily […]
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Well, hello there! It is with great pleasure that I introduce to you our new website and blog. For those of you who might be a little confused right now, The Money Moxie is now Senior Partners! Why the name change? Well, as with many business decisions, it wasn’t done lightly and it was […]
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