Below you'll find a list of all posts that have been tagged as “help seniors with bill-paying”
Did you hear me on the radio? If not, press the “play” button above, and then read on . . . It was a treat to sit down with Mark Brownstein, Director of Medicare at Emerald Medicare. He’s the voice behind “Medicare on the Air with Mark” from 9:30 to 10:30 a.m. the first Friday of the month on WRCR …
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 …
A fellow professional organizer brought me in to locate a client’s important papers during a whole-house packing and moving project. The client had bolted across the country (that’s the only way to explain the dirty dishes left in the sink) for a lucrative new position. He was climbing the ladder in the financial industry at a speed that left him …
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 …