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Articles & Real-Life Stories: Daily Money Management

Daily Money Management protects seniors from financial struggles and helps them make responsible financial decisions. Financial managers can set financial goals, prepare checks for bills, organize weekly or monthly records, manage relocation, and much more. Search the SourceBook Directory for daily money management specialists in Virginia, Maryland, Washington DC, Pennsylvania, New Jersey, or Delaware.

View Articles and Real-Life Stories in Relation to: Daily Money Management

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Tag: Article

Title: How To Mandate Mediation

By: Nancy Karkowsky

Preview: When it comes to trust and estate issues or matters of inheritance, full and open communication can help family members avoid unnecessary conflict. But can you do anything to minimize family conflict if you become incompetent or pass away? You might want to encourage your family to contin...

Tag: Article

Title: How To Avoid Large Financial Mistakes

By: Alan Haft

Preview: Think you're ready for retirement? Think again. People today are living longer and leading more active retirement lifestyles than in the past - so they may need to set aside more money, and invest differently, than they had planned. Avoid these seven common mistakes people make when planning for ...

Tag: Real-Life Story

Title: Receiving Help with Unmanageable Bills and Paperwork

By: Guide to Retirement Living Staff

Preview: Amelia Frank was receiving confusing bills and needed help with her tax paperwork when she turned to a Daily Money Manager. Family members came from Delaware and Baltimore, neighbors stopped by to offer congratulations, and both new and old friends were happy to celebrate Amelia Frank's recent...

Tag: Real-Life Story

Title: Best Financial Shape of Her Life

Preview: A former Editorial Assistant, Mary Robinson retired from the Bureau of Mines after 32 years of service to the government with various agencies, including the Dept. of the Interior and the Joint Chiefs of Staff. "Money of course!," Mrs. Robinson laughs as she recounts the most rewarding aspect of...

Tag: Real-Life Story

Title: Enjoying the Years He Didn't Plan For

Preview: When the time came to retire, Jack Simmons was ready. After years of operating a successful construction business, he was certainly looking forward to relaxing, and he had carefully prepared for his retirement. He had seen his five children through school and helped them get established-even bu...

Tag: Real-Life Story

Title: Daily Money Manager

Preview: Jan Carson is an active senior. As an award-winning photographer and owner of Images By Jan, she has worked with thousands of different people and seen an incredible variety of situations. A career as rewarding as hers has been difficult to walk away from, so she hasn't yet, but she has started m...

Tag: Real-Life Story

Title: Getting Organized

Preview: While working as a program specialist for IBM, Sarah Veerhoff got the opportunity to live all over the country and the world. During her 27 years with the company, she lived in Dallas, Los Angeles, London, Moscow, Chicago, Kansas City, and New York-among other places. "My coworkers and I used t...

Tag: Article

Title: How To Give Back

By: Guide to Retirement Living Staff

Preview: Non-profit charitable organizations play a vital role in our lives. They fund vital research that saves our lives; they care for us when we are ill or need help. They provide educational opportunities, which allow us to learn. They allow us to experience art and music, which enrich our lives. ...

Tag: Article

Title: How To Evaluate Licensure Versus Accreditation

By: Guide to Retirement Living Staff

Preview: The explosive growth of the retirement living market has left consumers with many challenging choices to make from among countless providers. Increasingly, overwhelmed consumers are learning to look for certain designations to ensure that providers are reliable and dedicated to providing quality...

Tag: Article

Title: A Model Retirement

By: Christy Pagans

Preview: Alan and Katharine Jung are truly a model for ideal retirement living. Not only have their retirement living decisions been well thought-out and proactive, but they have also embraced the new opportunities that retirement offers and are fully enjoying what they refer to as a "new season in their ...

Tag: Article

Title: How To Get Help Managing Money

By: Guide to Retirement Living Staff

Preview: *What is Daily Money Management?* Daily Money Management is a relatively new service, which addresses an issue facing many senior citizens: handling paperwork that seems to expand endlessly. Seniors frequently become overwhelmed with the amount of medical statements and other mail they accumul...

Tag: Real-Life Story

Title: Relieving Financial Headaches

Preview: Carolyn and Raymond Ross moved from New Jersey to Classic Residence by Hyatt in Chevy Chase to be closer to their children. However, as their daughter, Jerilyn, relates, the complexity of their finances still plagued them: "My parents didn't need help with a lot of things. The key thing th...

Tag: Article

Title: A Retirement That is More Than O.K.

By: Christy Pagans

Preview: Two signs hang outside Mrs. Sadie Hofstein's apartment in Martin's Run, a continuing care retirement community in Media, PA. One cheerfully announces, "I'm O.K.," while the other is a more distinguished plaque engraved with "Hofstein House." Both say a lot about Mrs. Hofstein's personality, he...