Increase Your Font Size:
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 reading
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 to those that have served: […]
Continue reading
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 […]
Continue reading
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 […]
Continue reading
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 […]
Continue reading
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 […]
Continue reading
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 […]
Continue reading
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 get the one oddball […]
Continue reading
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 […]
Continue reading
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 […]
Continue reading