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Senior Partners: Adding an extra layer of protection

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…

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Don’t Let Emotions Drive Bad Financial Decisions

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…

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Why I Focus on Seniors: How I Became Known As “The Senior Whisperer”

With a client--we were both tickled by our matching outfits.   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…

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Dorothy’s Story

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…

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Your Senior Partners