When You require to Get a Daily Money Manager Trining

Jutamad has been wanting to contact her mom, whom lives in a different state, but gets a voice message that the collection has been disconnected.  She after discovers the telephone has been switched off because of non-payment.  Jutamad phone calls her mom's neighbour to check  on her and be sure she's okay.

Susan's mother has been sick and needs nursing help for part of the day.  On her coming see, Susan letters that the post has been piling up and never been opened up.  As she looks through a few of the bank statements, she updates many over-limit costs, along with checks for people Susan doesn't know.  She stresses that something is very incorrect, as her mother used to stay on top of all her financial affairs.

Martin's recently widowed mother is at a loss at how to deal with the checkbook and pay the monthly bills.  After all, she do not had to stress about it since her husband took care of almost all their financial matters.  She requires help getting her bills paid on time and balancing the checkbook every month.

Most of these people can use the help of a Daily Money Manager, or DMM.  Some of the services a DMM provides are:

o    Balancing the checkbook

o    Paying bills

o    Organizing tax records

o    Managing insurance claims

A DMM does not take the place of an accountant or attorney, and does not offer legal, tax or investment advice. However, they will work with the client's CPA or attorney to ensure that the client's personal financial matters are attended to.

And, because the DMM visits the client once or twice a month, other family members can be assured that their aging relative's financial affairs are being taken care of on a timely basis.

When you have an aging parent or relative that requires help with their paperwork, consider hiring a Daily Money Manager.  This could help you save time, as well as give you peace of mind knowing someone is taking care of your elderly members of the family.