Your Bill Manager

08/23/2022

Find out more about Daily Money Managers, what we do and how we can help you. 👇

Managing daily financial tasks can become overwhelming for a variety of reasons including a demanding job, health crisis, age or uncertainty. We discuss how a daily money manager can help ease financial burdens by coordinating bill pay, mail, accounting and more.

05/18/2022

Is a Daily Money Manager right for you?
https://www.investopedia.com/terms/d/daily-money-manager.asp

We can start our support over a phone call or Zoom meeting.
We're still here for you. Call us today.

We cover the three-state corridor of south-central PA, north-west corner of MD between Hagerstown and Frederick, plus the north-eastern corner of WVA including Martinsburg, Harper's Ferry and Shepardstown.

A daily money manager (DMM) is a person who takes over someone’s day-to-day financial tasks.

05/17/2022

Why hire a Daily Money Manager?

Learn more about daily money managers (DMMs) - including what they are, who can benefit, and how to select one to help with finances.

08/23/2021

Why might somebody, senior citizens as well as others, need assistance with their daily money management?

"Many people need assistance because of:
• mental impairments
• visual impairments
• physical impairments (like arthritis) that limit the ability to write checks or sign documents
• loss of a spouse who handled all of the finances
•for immigrants, lack of English skills or familiarity with banking and tax procedures, and
•increased vulnerability to scammers"

Learn how to help an elderly loved one who can no longer manage money or finances and strategies for broaching the subject.

05/17/2020

We can start our support over a phone call or Zoom meeting.
We're still here for you.

We cover the three-state corridor of south-central PA, north-west corner of MD between Hagerstown and Frederick, plus the north-eastern corner of WVA including Martinsburg, Harper's Ferry and Shepardstown.

04/27/2020

A Daily Money Manager (DMM) is there to help manage personal finances- whether for you or an aging parent.
We are based in the Washington/ Frederick County region of Maryland.
This site can help you locate a Daily Money Manager if you are outside of our area.

Find a DMM in your area:

Daily Money Managers help busy professionals, small business owners, retired persons, and military with services such as bill payment, medical bills, household payroll, etc.

04/27/2020

Ways to protect against cognitive aging from the American Association of Independent Investors and the Federal Reserve Bank of Philadelphia. Article here: https://www.aaii.com/journal/article/seven-steps-to-protect-against-cognitive-aging

04/27/2020

It helps to be in the know!




https://m.facebook.com/story.php?story_fbid=958616357657837&id=1850833625209292

03/25/2020

Don't let your older family members get scammed during the pandemic:

03/21/2020

***UPDATE*** The IRS has pushed back the filing deadline to July 15th.

https://www.pressherald.com/2020/03/20/federal-income-tax-filing-deadline-moved-to-july-15-from-april-15/

It's the end of January. Do you have all your tax paperwork?

We can help you or a loved on with tax preparations, paper organization, and managing your bills for a better new year.
We will help you manage the constant flow and challenge of papers, bills and money management.
Brad is helping others prep their 2018 returns...he can help you too.
Call or send a message to arrange a free meeting to discuss your needs and how we can help.

03/01/2020

April 15th isn't that far away...Do you or a loved one need help with tax preparations, paper organization, and managing your bills for a better new year.
We will help you manage the constant flow and challenge of papers, bills and money management.
Brad is helping others prep their 2018 returns...he can help you too.
Call or send a message to arrange a free meeting to discuss your needs and how we can help.

It's the end of January. Do you have all your tax paperwork?

We can help you or a loved on with tax preparations, paper organization, and managing your bills for a better new year.
We will help you manage the constant flow and challenge of papers, bills and money management.
Brad is helping others prep their 2018 returns...he can help you too.
Call or send a message to arrange a free meeting to discuss your needs and how we can help.