It’s difficult to find someone who likes bill paying and dealing with paperwork and the administrative minutia that are simply part of our day-to-day lives. From seniors to busy executives, from an inability to sort through it all to just being too darn busy to get to it, a Daily Money Manager can be a lifesaver.

So what do Daily Money Managers actually do?

Great question and here’s a partial list of the responsibilities that they can take on. The great thing is that their work is totally customized. Daily Money Managers know that every individual and family has their own unique situation and needs, and they customize the work to meet their client’s needs. There are no cookie-cutter solutions. Here’s just a partial list of what they handle:

  • Pay bills
  • Make bank deposits
  • Organize information and statements for taxes
  • Assist with insurance applications, forms and reimbursement issues
  • Maintain payroll records for home employees
  • Make referrals to service providers (i.e. lawyers, accountants, insurance agents, care managers)
  • Communicate with creditors
  • Serve as a fiduciary (Power of Attorney, Trustee)
  • …And much, much more!

A Daily Money Manager can provide peace of mind and relieve the stress that is associated with these tasks. We do this not only for the senior or busy professional but also for the extended family, widows, widowers and divorcees. These members are often remote, burdened with these responsibilities and have neither the time nor the training to execute them effectively.

For now simply think about how much easier things might be if you had a Daily Money Manager in your life or in the life of a loved one. Then think about what you might be able to do with those extra hours! A Daily Money Manager just might be the answer.

Contact us at (516) 528-0206 if you have any questions and would like additional information about the services we provide.