Blog Posts & Articles
Category Filters
- All Topics
- Aging Relatives 33
- Financial Organization 43
- Holidays 4
- LifeArc 36
- LifeKeeping 57
- LifePace 32
- Taxes 14
What Are the Indicators That a Daily Money Manager Might Be Useful?
There are many situations in which the services of a Daily Money Manager (DMM) can be beneficial, whether it’s dealing with an isolated project or working in a more long-term…
- Aging Relatives |
- LifeArc |
- LifeKeeping |
- LifePace |
Honoring Aging Life Care Professionals!
What do a 97-year-old woman with mild paranoia and beginning stages of dementia, a lonely 86-year-old WWII vet being taken advantage of by a woman who has befriended him, and…
- Aging Relatives |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Taxes |
Financial Sleuthing
Daily money managers apply the same principles made famous by Sherlock Holmes. “The world is full of obvious things which nobody by any chance ever observes.” – Sherlock Holmes The…
Social Security and Representative Payees
April has been designated as “Social Security Month.” To bring awareness to this important income source, we would like to share a client’s story and provide some information about Social…
Do You Have Too Many Credit Cards?
Managing credit card debt can be a challenge for anyone, so it is common for Daily Money Managers to find clients dealing with a number of extra credit cards. Unfortunately,…
Understanding Memory Loss in Everyday Living
Failure to pay bills is a common early sign of memory loss; the longer it goes unidentified the more troublesome credit card companies can be, since they may view erratic…
- Aging Relatives |
- Holidays |
- LifeArc |
Communicating with Aging Relatives During the Holidays
The holiday meal is planned. Candles come down from the shelves. Presents are wrapped and cards addressed. We look forward to reconnecting with family. Often that includes elderly parents, aunts,…
Elections: Voting Obstacles and How to Overcome Them
When you know that every vote counts, how can you help family members, neighbors or friends exercise their right to vote? While many seniors are fully capable of participating without…
