Category Archives for Daily Money Manager

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 […]

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

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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Choosing The Right Daily Money Manager – Part 3

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 […]

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Escheat is the Word of the Day

  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 […]

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