Category Archives for Adult Children

Get Your Financial House In Order: It’s Tax Time!

It’s coming… The dreaded tax season is almost upon us… And while we have a little more time this year to file (more on that in a bit), now is the time to start gathering our paperwork! The government will process over 147 million individual tax returns; the total amount of individual refunds amounts to […]

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Want to Save Time and Money? Get Organized!

We all want to be able to organize our schedules and have the commitment to maintain them on a day-to-day basis, but how? Creating a workable schedule is typically time-consuming and often results in a frustrating battle with your calendar. Organization is beneficial for everyone and can be easily adapted to suit individual needs. And […]

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6 Habits To Keep Your Life Clutter Free

This month has been National Organization Month. We’ve given you tips on creating a declutter strategy; we gave suggestions on learning the art of letting you of your stuff; and last week, we covered 6 ways to declutter your workspace. Now that you’ve made BIG strides to declutter and get organized, how do you keep […]

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The Art of Letting Go….of Your Stuff

Television programs and blogs on the internet talk about the problems associated with clutter. Sometimes people keep the items because they hoard things. Others have collections that get out of hand. Still others hold onto items because of sentimental reasons. When clutter is causing stress or frustrations, it is time to learn the art of […]

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Dorothy’s Story

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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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 […]

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