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Help with Daily Money Management–InfoDoc, Inc.

It all started with a phone call. Ivor and Jean Jones had been living in an assisted living community in Baltimore, Md., for several years when one of their sons, Dr. Bruce Jones, received an unexpected call from their neighbor. “The neighbor had seen their condo listed in the paper as not having paid taxes. It was scheduled for tax sale,” Bruce recalled. Bruce was shocked, but he soon realized that his father had not been managing any of the […]

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A Daily Money Manager Acts as an Alter Ego

A Daily Money Manager Acts as an Alter Ego
Boston native Vera Berne worked in different mental health settings inWashington,D.C. after moving to the nation's capital in 1943.  As a respected diagnostician, teacher and mentor to a number of[...]

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A Daily Money Management Service Provides Peace of Mind in Finding Caregivers

Experiencing changes in health can be very difficult for individuals and their loved ones. What can make it even more challenging are the complex financial and legal matters often involved. Roslyn[...]

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How To Mandate Mediation

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[...]

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How To Avoid Large Financial Mistakes: Retirement Planning

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[...]

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Receiving Help with Unmanageable Bills and Paperwork: Senior Financial Planning

Receiving Help with Unmanageable Bills and Paperwork: Senior Financial Planning
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[...]

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Best Financial Shape of Her Life: Financial Planning For Elders

Best Financial Shape of Her Life: Financial Planning For Elders
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[...]

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Enjoying the Years He Didn’t Plan For: Financial Planning for Retirement

Enjoying the Years He Didn’t Plan For: Financial Planning for Retirement
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[...]

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Daily Money Manager: Retired Seniors Homes

Daily Money Manager: Retired Seniors Homes
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[...]

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