Daily Money Manager Archives - Page 2 of 2

3 Quick Signs An Elderly Loved One Needs a Daily Money Manager

Adult Children, Bill-paying, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parents, Sandwich GenerationNovember 24, 2015112Views 0Likes 0Comments

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 that…

Choosing the Right Daily Money Manager – Part 4

Daily Money Management, Daily Money ManagerNovember 18, 201564Views 0Likes 0Comments

Today we’re finishing up our four-part series on how to choose the right Daily Money Manager for your needs. (Don’t miss part 1, part 2, and part 3) It’s important to know: How will your Daily Money Manager work? How will they determine the scope of the work that needs to be done? Is there a…

Choosing The Right Daily Money Manager – Part 3

About Us, Daily Money Management, Daily Money Manager, Financial InfoNovember 11, 2015118Views 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, 201584Views 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, 201579Views 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, 201577Views 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…

Escheat is the Word of the Day

Daily Money Management, Daily Money Manager, Financial Info, OrganizationSeptember 30, 2015103Views 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, 2015120Views 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, 2015112Views 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…

3 Quick Signs An Elderly Loved One Needs a Daily Money Manager

Choosing the Right Daily Money Manager – Part 4

Choosing The Right Daily Money Manager – Part 3

The Right Daily Money Manager – Part 2

Choosing the Right Daily Money Manager – Part 1

A Warm and Fuzzy – Part 1

Escheat is the Word of the Day

Finding Hidden Treasure

“Now…what is it that you do, again?”

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