Archives for Financial organization

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
Read More

Money Matters: Money Smart Week 2017

Money Smart Week was created in 2002 by the Federal Reserve Board of Chicago. It is a public awareness campaign to help consumers better manage their personal finances. Below is a short video about Money Smart Week 2017.   I have been involved with the Money Smart Week campaign for the past 4 years and believe it is important for all of us to be knowledgeable about our finances!    In my work as a daily money manager, I
Read More

Money Does Matter but People Matter More

  A few years ago at a networking event, I was encouraged to create a tagline for my business. Being a concrete thinker, I came up with “a Daily Money Manager for seniors and veterans” and “Helping older adults and veterans with their money”.  There were a few others that I can’t even remember, which is probably a good thing!   However, there was one I really liked which was created by my fellow DMM colleague and friend, Judy Fowler. Her tagline is
Read More

Who is on your Financial Team?

   Who are the professionals that make up your Financial Team? Do you have a team of experts who assist you with your finances? Maybe you prefer to wait until the need arises, for example if you want to get a mortgage or purchase a car. Although that method can work well for many people, there may be times when an emergency arises, and a person is left to scramble to find the professional they are seeking. I believe it is
Read More

5 Tips to Keep Your Paperwork Organized

    Do you struggle with managing your numerous receipts, bank statements, medical or legal paperwork and other important documents? If so, you are not alone! Although we have computers, smart phones, scanners and online tools, many people still find themselves bogged down under piles of paper on every available surface, and rarely are able to find what they need when they want. I know individuals who have their paperwork in neat piles in a closet
Read More