Our last newsletter shared information on how you can avoid paying late fees. The simple trick? Stay organized! Think organizing your bills is too difficult? We have an easy-to-implement four step process to getting your bills organized. 4 Easiest Steps to Organizing Your Bills Step 1: Create a Bill Paying Station Find a place to […]
Continue readingI’m often questioned about why I work exclusively with seniors. Many Daily Money Managers work for busy professionals, small business owners, military personnel, and frequent travelers (and you can read more about the field of Daily Money Management at www.AADMM.com). The work they do is invaluable, but it is not what interested me. In […]
Continue readingI like to brag about how we get things done and save our clients money by implementing daily money management services into their lives. We pride ourselves on being trusted advocates for our clients. But people will ask me, “how do you advocate for a client? Give me an example of how you save them […]
Continue readingI 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 […]
Continue readingLast 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 […]
Continue readingTis 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 […]
Continue readingThat’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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