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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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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 […]
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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 […]
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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 […]
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