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Benefits

3StopWatchesWhat benefits may I provide for you? Here is a sampling:

  • Simplified living … with no more lost bills, no more missed payment‑due dates, and no more worries about how to get it all done.
  • Protection … from the additional expenses associated with delinquent bills and/or duplication of payments.
  • The gift of independence … when having help with mail-handling and bill-paying can make a difference in whether you, as an older adult, can continue to live in your own home … or not.
  • The gift of family or leisure time … when having help with financial chores might just give you, as a younger or middle-aged adult, your Saturday mornings back.
  • The best of both worlds … where you retain total control of your money, yet unburden yourself from the responsibility for executing daily financial tasks that are necessary but not always enjoyed.

Perhaps most of all, you get peace of mind … from knowing that your daily financial responsibilities are being fully and carefully attended to.

A special note for the adult children of senior citizens — especially those adult children who are geographically distant from their parent(s): The peace of mind afforded by engaging the services of a daily money manager to be there “on the ground” for your faraway parent can be especially strong.