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We’re entering into the second month of social distancing and staying home as much as possible. The threat of coronavirus has changed just about every faucet of our lives. Our finances and relationship to the internet is no exception. We are all forging a new relationship with the internet. From online chats and meetings to […]
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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 […]
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The number of people with over a million dollars in retirement savings has just hit an all time high! Fidelity has just reported that almost 200,000 people have over 1 million dollars in their retirement account. This is reassuring news! So much of the news on retirement savings focuses on the number of aging Americans […]
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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 […]
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Disability, dementia, and frailty often have huge impacts on all areas of my clients’ lives. That does not, however, stop them from dreaming about the beach, Europe, and traveling in general. While paying bills and planning for the future, I’ll often hear statements like, “If only I could win the lottery, I could travel again.” […]
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I’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 […]
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As a Daily Money Manager, I love it when I get to spend some fun time with my clients. I got that chance this weekend when I took Mr. J to the Norcross Classic Car Show for the second year in a row. Last year, I remembered that he loved cars; so I picked him up […]
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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 […]
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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 […]
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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 […]
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