Below you'll find a list of all posts that have been categorized as “Working with Older Adults”
In the early days of Personal Money Manager™, I had a wide variety of clients (before I discovered that older adults were my favorites). My roster included an entrepreneur who tapped me for both personal and business financial organizing tasks. One Saturday, working at her kitchen table, she asked me to put together an email to her soon-to-graduate daughter …
A lot of what I do at Personal Money Manager™ is literally showing up (putting eyes on it). I spend my days with my older adult clients and find that working with them side-by-side in their homes makes me a more effective financial organizer / daily money manager. I can see and act on clues that my clients and sometimes …