Monthly Archives June 2017

Daily Money Managers: A helping hand with bill paying and financial matters

“When should I contact a daily money manager to help pay overdue bills or organize financial paperwork?” is a question I’ve been asked by potential clients and family members as well as other professionals.   My answer is whenever the individual and/or their family feel they want assistance in handling the finances for either themselves or a loved one.   If there are questions and/or concerns, they can request a free  60 minute consultation where we can discuss whether daily money management services would
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