Daily Money Management Archives - Your Senior Partners

Senior Partners: Adding an extra layer of protection

Abuse, Abuse Awareness, Daily Money Management, Daily Money ManagerOctober 8, 201967Views 0Likes 0Comments

Recently the AJC ran a special series: "Unprotected: Broken promises in Georgia's senior care industry." Like many of you, we were appalled at what their yearlong digging into our senior care industry revealed about the gaps in care and vulnerabilities that our older adults face. We were appalled but not really shocked. The care that personal care…

The 4 Easiest Steps to Organizing Your Bills

Bill-paying, Daily Money Management, OrganizationApril 16, 2019109Views 0Likes 0Comments

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 BillsStep 1: Create a Bill Paying Station Find a place to store all of…

Honoring Our Veterans: Resources for Older Veterans

Adult Children, Daily Money Management, Financial Info, Help for adult children, Help for aging parentsNovember 11, 2018129Views 0Likes 0Comments

Darryl Fyall, circa 1986 (Barbara Scurry's husband)On the eleventh hour on the eleventh day of the eleventh month, we honor those that served our country. Nationally, there are 21 million men and women who have served in active duty, and there are 690,208 veterans in the state of Georgia, according to the U.S. Census.Thank you…

Don’t Let Emotions Drive Bad Financial Decisions

Adult Children, Daily Money Management, Daily Money Manager, Financial Info, Help for adult children, Help for aging parentsSeptember 20, 2018100Views 0Likes 0Comments

I have always focused on saving money for our clients.Cutting expenses, prioritizing spending, and putting extra money away drive many of my decisions. I have no qualms about spending money when necessary and even for the occasional splurge, but until the bills are paid and some cash has been put away, I don’t even think…

You Win Some…You Lose Some

Daily Money Management, Daily Money Manager, Professional FiduciaryApril 19, 201672Views 0Likes 0Comments

I try to inform and entertain about the ups and downs of what we do to help our senior clients in these blog postings.Unfortunately, this week, I need to share one of those down moments…In a recent post, I kind of shared a rough experience I was going through with a client. In a nutshell:…

The Woes of Helping Aging Parents

Adult Children, Daily Money Management, Help for adult children, Help for aging parents, Sandwich GenerationApril 12, 201654Views 0Likes 0Comments

I stumbled upon an awesome article that I wanted to share with you.William Power from The Wall Street Journal wrote an article entitled, "The Difficult, Delicate Untangling of Our Parents' Financial Lives" that outlines the difficulty in trying to step in and help help aging parents with their daily life and money matters.I understood perfectly…

A Day In The Life of a Daily Money Manager

About Us, Daily Money Management, Daily Money Manager, Professional FiduciaryMarch 29, 201680Views 0Likes 0Comments

Phew...People often ask me, "What's it like to be a Daily Money Manager?"Well, the last few weeks have been hectic: I had a crisis situation with a client I had to deal with but...It's all a day in the life of a Daily Money Manager!No two days are ever alike and it reminded me of…

A Warm and Fuzzy – Part 2

About Us, Bill-paying, Daily Money Management, Daily Money Manager, Financial InfoMarch 15, 201657Views 0Likes 0Comments

I 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 money."Gladly!The…

Nobody REALLY Likes Doing This

Adult Children, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parentsMarch 8, 201648Views 0Likes 0Comments

Could this be lurking in your unopened mail?When I get the opportunity to present to groups of people about our services, I always start out by asking for a show of hands,“Who here enjoys sitting down once or twice a month to open and sort mail and make sure your bills get paid?”Crickets.Okay, rarely I…

Dorothy’s Story

About Us, Adult Children, Bill-paying, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parents, Sandwich GenerationDecember 16, 201553Views 0Likes 0Comments

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 March…

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

Adult Children, Bill-paying, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parents, Sandwich GenerationNovember 24, 201586Views 0Likes 0Comments

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 that…

Choosing the Right Daily Money Manager – Part 4

Daily Money Management, Daily Money ManagerNovember 18, 201549Views 0Likes 0Comments

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 a…