Paying bills, filling out forms, sorting out the “junk” mail from the “real” mail, balancing the checkbook, transferring funds from one account to another and staying on top of all of the administrative details that comprise our lives can be time consuming and bothersome for everyone. For many seniors and other folks who haven’t had any experience tackling these “chores”, the experience can be downright daunting.
When you or your loved one find themselves overwhelmed by the paperwork, mail and bill-paying details of everyday life it just might be time to hire a Daily Money Manager.
Here are some red flags to look for that indicate it is time to get help:
- The paperwork has started to build up and there are piles of unopened envelopes on the table.
- Late notices are starting to arrive and late-fees are being charged because bills are being paid late or not at all.
- There are unaccounted for withdrawals from ATM machines and checks are being written to organizations that lack credibility.
- There is an overwhelming sense of confusion and depression about these tasks.
A Daily Money Manager can help provide a Senior and/or their family with a sense of confidence and peace of mind bringing order to the chaos.
If you have any questions about the role of a Daily Money Manager or would like to discuss your specific situation please don’t hesitate to call us at (516) 528-0206.