Blog: June 2015

Daily Money Managers Help Seniors With Financial Administration

Daily Money Managers Help Seniors With Financial Administration By Rebecca Eddy{4:50 minutes to read} In recent months we have been highlighting various professional resources for seniors. This month’s article examines the benefits of a Daily Money Manager.

Think of the mail coming into your home, the bills that need to be paid, the calls or emails that should be made about insurance, wills, retirement planning and more. Now imagine handling all this with impaired eyesight, decreased hearing, arthritic hands, or failing memory.

Many of us wish we had someone to handle the day-to-day personal paperwork, bill paying and interactions with advisors. Daily Money Managers/Financial Organizers fill that role. However, the support of a Daily Money Manager (DMM) is even more critical for seniors.

Share this with others: