Yip, Pamela,
Daily Money Managers Help Seniors with Finances. Pamela Yip. - Dallas Morning News, 2003. - SIRS Enduring Issues 2004. Article 301, Family, 1522-3213; .
Articles Contained in SIRS Enduring Issues 2004. Originally Published: Daily Money Managers Help Seniors with Finances, Dec. 22, 2003; pp. n.p..
"Professional daily money managers help ensure that clients' bills are paid, their checkbooks are balanced and money is deposited in their bank accounts. They help their elderly clients fill out insurance claims and ensure that the claims are paid, they organize tax records and other financial paperwork, and some even negotiate with creditors on their clients' behalf." (DALLAS MORNING NEWS) This article details the services provided to senior citizens by professional and volunteer daily money managers.
1522-3213;
Accounting
Aged--Attitudes
Aged--Services for
Finance--Personal
Investment advisors
Payment of accounts
AC1.S5
050
Daily Money Managers Help Seniors with Finances. Pamela Yip. - Dallas Morning News, 2003. - SIRS Enduring Issues 2004. Article 301, Family, 1522-3213; .
Articles Contained in SIRS Enduring Issues 2004. Originally Published: Daily Money Managers Help Seniors with Finances, Dec. 22, 2003; pp. n.p..
"Professional daily money managers help ensure that clients' bills are paid, their checkbooks are balanced and money is deposited in their bank accounts. They help their elderly clients fill out insurance claims and ensure that the claims are paid, they organize tax records and other financial paperwork, and some even negotiate with creditors on their clients' behalf." (DALLAS MORNING NEWS) This article details the services provided to senior citizens by professional and volunteer daily money managers.
1522-3213;
Accounting
Aged--Attitudes
Aged--Services for
Finance--Personal
Investment advisors
Payment of accounts
AC1.S5
050