Daily Money Manager Archives - Your Senior Partners

The Five Most Important Websites You Should Access Today

Daily Money ManagerApril 14, 202015Views 0Likes 0Comments

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 ordering…

Senior Partners: Adding an extra layer of protection

Abuse, Abuse Awareness, Daily Money Management, Daily Money ManagerOctober 8, 20197Views 0Likes 0Comments

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…

Top 5 Reasons Older Adults Go Broke

Daily Money Manager, Financial InfoAugust 27, 201913Views 0Likes 0Comments

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 that…

Don’t Let Emotions Drive Bad Financial Decisions

Adult Children, Daily Money Management, Daily Money Manager, Financial Info, Help for adult children, Help for aging parentsSeptember 20, 20185Views 0Likes 0Comments

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…

Vacation Anyway

Daily Money Manager, Help for aging parents, UncategorizedJuly 19, 20187Views 0Likes 0Comments

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.” or,…

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

About Us, Bill-paying, Daily Money ManagerMay 15, 20184Views 0Likes 0Comments

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…

A Warm & Fuzzy Part 3: A Day at the Car Show: Year 2

About Us, Daily Money Manager, Professional FiduciaryMay 17, 20167Views 0Likes 0Comments

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 from…

You Win Some…You Lose Some

Daily Money Management, Daily Money Manager, Professional FiduciaryApril 19, 20166Views 0Likes 0Comments

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 a nutshell:…

A Day In The Life of a Daily Money Manager

About Us, Daily Money Management, Daily Money Manager, Professional FiduciaryMarch 29, 20169Views 0Likes 0Comments

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 it reminded me of…

A Warm and Fuzzy – Part 2

About Us, Bill-paying, Daily Money Management, Daily Money Manager, Financial InfoMarch 15, 201611Views 0Likes 0Comments

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 money."Gladly!The…

Nobody REALLY Likes Doing This

Adult Children, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parentsMarch 8, 20168Views 0Likes 0Comments

Could this be lurking in your unopened mail?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…

Dorothy’s Story

About Us, Adult Children, Bill-paying, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parents, Sandwich GenerationDecember 16, 20155Views 0Likes 0Comments

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…