Below you'll find a list of all posts that have been tagged as “financial organizer”
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 …
Now that we have survived another Northeast winter, many of my senior clients are wondering, “Should I stay or should I move?” They often ask me for my input as their trusted advisor (daily money manager/ financial organizer). Here are some ideas I share with people going through this decision-making process. If you are a senior contemplating whether or not …
Late payment notices, overdraft fees, missed deadlines, confusing medical bills–you don’t have to be a senior to encounter these unwelcome surprises in your mailbox. While keeping up with paperwork is something people of all ages must do, it can be especially overwhelming for seniors and the disabled. A trusted family member or friend can help, but people often do not …
Daily Money Managers (and the important financial organizing work they do with clients) are in the news! In case you missed it, here’s a short roundup of what’s being said about DMMs with links to the complete articles. Last June, The Wall Street Journal quoted Personal Money ManagerSM in “When Aging Parents Need Help With Financial Tasks.” That article states: Daily …