Oct 28, 2021
Dad ended up in the hospital and Mom is overwhelmed, scared, and nervous about the health of her lifelong partner. A sudden visit to the Emergency Room is often the beginning of a new engagement for an Aging Life Care Professional or a daily money manager. Such...
Jun 24, 2021
Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. But you may be like me and think organizing paperwork is the worst way to spend the day, akin to cleaning out the...
Sep 24, 2020
How to Select the Best Daily Money Manager to Help You One of the challenges many people face is staying on top of their financial paperwork. Over the past several months, I have received an increasing number of calls and emails from individuals requesting assistance...
Feb 20, 2020
There’s a chance you are a financial hoarder and you may not know it! What causes this? Let’s tackle the issue! You may wonder what a “Financial Hoarder” is. With all of the media attention that has been given to the hoarding of physical objects, there has been little...
Nov 20, 2019
Barbara’s mother called her in a panic. The power had been shut off. Barbara contacted the electric company and learned that her elderly mother had not paid her bills in several months. Barbara, who lives in another state, made an emergency trip to sort out her...
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