Below you'll find a list of all posts that have been categorized as “Living Independently”
The AARP Family Caregivers Discussion Group is a helpful resource for me at Personal Money Manager.™ In this on-line group a recently-widowed senior posted his lament: I know I should be getting out more . . it would lift my spirits . . . but there’s no one in my life now who will make me. Working with …
There’s something about getting to April 15 that makes us feel like runners bursting through the ribbon at the finish line. As a non-runner, I can only imagine that thrill. All victories — big or small –are always worth celebrating. What’s different at Personal Money Manager™ is that the work we do to get to the end …
As 2020 draws to a close (do I hear a cheer?), here’s something for those who, when it comes to paperwork organizing, would rather listen than read. I had the pleasure of appearing as a guest on the Taxgirl® podcast here. (Shout out to a colleague and loyal newsletter reader who recommended me to Kelly Phillips Erb, aka Taxgirl® .) …
I lost my mom in 2013, though the Alzheimer’s that gradually took her away makes it seem like several years before that. Remembering Mom Spending time with my grown daughters recently, I asked them if they had any “lessons learned” from their grandmother, my Mom. Stories emerged, from her amazing matzoh ball soup to her zany ways of seeing things …
I’m a financial organizer / daily money manager. I help clients manage their financial paperwork. In my previous career as an insurance broker, I learned the importance of documenting client needs and information, and I use that experience in my work with senior clients. Now more than ever my senior clients need the support of another set of eyes or …
What worries keep seniors up at night? What “elephants in the room” remain unacknowledged? Many of these “elephants” exist for clients and their families. Here are some of the concerns my senior clients have shared with me. They may sound familiar: “I will start to slip and important things will fall through the cracks.” “l’ll be a burden on my …
As financial organizer / daily money manager, my objective is to bring more ease and order — to make a difference — in my clients’ lives. I achieve this in a variety of ways. Where do I start? I often start by tackling the big issues that are making life difficult for a client. Erratic bill-paying? I create a system …
Recently, my Personal Money ManagerSM workweek included discussions with three of our clients. At ages 68, 78, and 92, each of those clients has differing degrees of health and capacity. But for them and many other seniors, the issue of how to maintain independence in a way that meets both their needs and those of their families dominates the discussion. …