Personal Finance Manager assisting senior couple with their financial organization.

Can’t Manage Your Day-to-Day Financial Affairs. Think About Hiring a Professional Daily Money Manager.

BH Wealth Management recently published an article, featuring Eddy & Schein Group, about hiring a Professional Daily Money Manager (PDMM). Co-founder Rebecca Eddy sat down with BH Wealth to discuss Eddy & Schein Group offerings in the PDMM arena. The roles and usefulness of PDMMs are discussed in great detail. Below is an excerpt of the article. Click on the link below to read the full piece at BHWealth.com.

Can’t manage your day to day financial affair. Think about hiring a Professional Daily Money Manager.

by Jaimie Blackman | Dec 5, 2014 | Interviews |

The Added Value of a Professional Daily Money Manager

Towards the end of my dad’s life, he developed a tremor in his right hand and it becomes very difficult for him to do simple things like eat, dress and write. He still had the capacity to do so, but what used to take seconds, now took much longer. At that point, if my dad wasn’t married or didn’t have someone living with him, he would have needed someone to step in and help him manage day-to-day activities.

Click here to read the entire article on BHWealth.com.

 

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Eddy & Schein Group helps:

Seniors and their Families
People Facing Life Transitions
High-Net-Worth Individuals
Young Adults and Families
Caregivers
Legal & Tax Professionals
and their Clients
Tell us what you need.
Call for a free phone consultation.

Serving the Tri-State Area

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