Daily Money Management Archives - Page 2 of 2

Choosing The Right Daily Money Manager – Part 3

About Us, Daily Money Management, Daily Money Manager, Financial InfoNovember 11, 2015120Views 0Likes 0Comments

One thing that makes Senior Partners unique is that we help simplify the complicated decisions facing today's seniors. As our world changes, it becomes more difficult to keep up with new technology and terminology. Senior Partners translates confusing concepts facing our seniors into language that can easily be understood--empowering seniors to make the best choice…

The Right Daily Money Manager – Part 2

About Us, Daily Money Management, Daily Money ManagerNovember 4, 201586Views 0Likes 0Comments

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 missed…

Choosing the Right Daily Money Manager – Part 1

About Us, Daily Money Management, Daily Money ManagerOctober 28, 201583Views 0Likes 0Comments

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 for…

A Warm and Fuzzy – Part 1

About Us, Daily Money Management, Daily Money ManagerOctober 21, 201581Views 0Likes 0Comments

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 our…

The Reluctant Caregiver

Adult Children, Daily Money Management, Sandwich GenerationOctober 14, 201589Views 0Likes 0Comments

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…

6 Lessons For Those Stuck in the “Sandwich”

Daily Money Management, Sandwich GenerationOctober 7, 201586Views 0Likes 0Comments

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 keep up…

Escheat is the Word of the Day

Daily Money Management, Daily Money Manager, Financial Info, OrganizationSeptember 30, 2015105Views 0Likes 0Comments

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 they can’t find…

Finding Hidden Treasure

About Us, Daily Money Management, Daily Money Manager, OrganizationSeptember 23, 2015124Views 0Likes 0Comments

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 visits, I…

“Now…what is it that you do, again?”

About Us, Bill-paying, Daily Money Management, Daily Money ManagerSeptember 16, 2015115Views 0Likes 0Comments

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 Money Management began cropping up across the…

Welcome To Our New Blog!

About Us, Daily Money ManagementSeptember 4, 201572Views 0Likes 0Comments

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 a very difficult decision…