Below you'll find a list of all posts that have been categorized as “Working with Seniors”
I learned as an insurance broker and disaster recovery planner to consider worst case scenarios. It helped me design air-tight insurance programs and risk management procedures for my clients. We reduced uncertainty and everyone could sleep better at night! In those days, my focus was on risks such as forklifts, deep fryers, and youthful drivers. As the State Farm ad …
This story took place back in the fall, pre-vaccines, before we could see what we hoped was the “light at the end of the pandemic tunnel.” Still, I think it’s worth sharing this for the valuable lesson learned. It was our monthly Zoom call. We were all professionals working in the “senior world” like I do as a financial organizer …
“Too organized?” I don’t hear it often from clients or prospective clients who reach out to Personal Money Manager™. But occasionally over the last 12 years I’ve heard: “Maybe I’m too organized.” This stops me in my tracks. After all, if someone is TOO organized why would they be calling me for professional organizing assistance? Clearly, “too organized” (if there …
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 …
You may remember that I’ve written about what I learned from my new kitten. Rosie Mittens has grown up beautifully. Now I’d like to share some paperwork pointers from another living thing in my house: my sourdough starter! This, too, informs both my personal life and my professional life as a financial organizer / daily money manager. Hold out for …
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 …
I recently spoke to a local Rotary about my best tips, as an experienced financial organizer / daily money manager, for working effectively with seniors on their financial paperwork. Not everyone chooses, as I have, to make working with clients and their paperwork their career. But, with the aging population, you may find that you are called in help a …