9 Things You Should Document for Your Estate

We all know that we should have a plan in place for our estate, but it is so easy to procrastinate, thinking that we must meet up with an estate attorney and spend hundreds, if not thousands of dollars to get our affairs in order. It doesn’t have to be difficult or expensive, and once […]

Life Events That Warrant a Daily Money Manager

A daily money manager manages the day-to-day financial needs of their clients. They can do a wide variety of services, such as balancing checkbooks, pay bills, gather tax documents, help form a plan to reduce or eliminate debt, and much more. Just as the services offered are varied, so are the clients a daily money […]

4 Signs Your Parents Need a Professional Organizer

As our parents age, we want to lessen the physical demands on them, whether it be reducing stair climbs or clearing cumbersome pieces of furniture that create a fall hazard. Let’s not allow the need to reduce physical stressors exceed the need to reduce their mental stressors as well. How do you know it’s time […]

What Is a Daily Money Manager?

Would you like to have someone make sure your bills are paid on time – every time, organize your tax documents and get them to your accountant? How about someone to check up on reimbursements from your insurance company that are due to you? If you think this sounds too good to be true, think […]