by | | Members in the News
CNBC – When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the...
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Money Manager/Financial Organizer In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York...
by | | Members in the News
Declining financial abilities may not only result in a few unpaid bills but also leave you vulnerable to financial abuse and drain your nest egg. Kiplinger –Consider hiring a daily money manager to help pay the bills, deal with creditors and organize tax documents,...
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A daily money manager might fit the bill AARP – Imagine having someone who makes sure your bills are paid on time, organizes your tax documents and hands them off to your accountant, and even follows up with your insurance company because you were supposed to be...
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“We realized that he couldn’t keep the financial records anymore,” says Nurenberg, who runs the AARP’s employee volunteer program in Washington, D.C. But neither she nor her three siblings lived anywhere near their dad’s facility in Middlesex, New York. Nor did their...
