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AS WE GROW OLDER . SOME EARLY WARNING SIGNS. Do you put off opening your mail? Do you have piles of letters and papers? Have you made the same payment twice? Do you not recognize people or companies you have made payments to? Have you made some unusually large donation? Daily Money Management services include:. Medical Bill reviews/claims (including Medicare and Insurance). WHO'S LOOKING OUT FOR YOU? Gary Lewis, Certified Adviser for Senior Living (CASL). E mail me at gary@assetdesigncenter.com. Allow me...

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Daily Money Managers | dailymoneymanagers.blogspot.com Reviews
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AS WE GROW OLDER . SOME EARLY WARNING SIGNS. Do you put off opening your mail? Do you have piles of letters and papers? Have you made the same payment twice? Do you not recognize people or companies you have made payments to? Have you made some unusually large donation? Daily Money Management services include:. Medical Bill reviews/claims (including Medicare and Insurance). WHO'S LOOKING OUT FOR YOU? Gary Lewis, Certified Adviser for Senior Living (CASL). E mail me at gary@assetdesigncenter.com. Allow me...
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Daily Money Managers | dailymoneymanagers.blogspot.com Reviews

https://dailymoneymanagers.blogspot.com

AS WE GROW OLDER . SOME EARLY WARNING SIGNS. Do you put off opening your mail? Do you have piles of letters and papers? Have you made the same payment twice? Do you not recognize people or companies you have made payments to? Have you made some unusually large donation? Daily Money Management services include:. Medical Bill reviews/claims (including Medicare and Insurance). WHO'S LOOKING OUT FOR YOU? Gary Lewis, Certified Adviser for Senior Living (CASL). E mail me at gary@assetdesigncenter.com. Allow me...

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1

Daily Money Managers: About Gary

http://www.dailymoneymanagers.blogspot.com/p/about-gary.html

GARY A. LEWIS. Gary has worked in the financial services industry since receiving his MBA from Northwestern University’s Kellogg Graduate School of Management in 1988. In addition to working in banking, investments, taxes, risk management and estate planning, Gary spent more than six years as a regulator with the Commodity Trading Commission. The work in a federal regulatory agency instilled in him a high degree of integrity and ethics that he has carried since. Gary earned the Chartered Adviser for Seni...

2

Daily Money Managers: Disclosures

http://www.dailymoneymanagers.blogspot.com/p/disclosures.html

Allowing someone to assist you in your financial affairs is an important decision, one that cannot be taken lightly. As you search for such an individual, you need to be sure that the person you select has a number of qualities: (1) appropriate knowledge and experience, (2) trust and (3) strict confidence. Gary A. Lewis, CFP, ChFC, CASL: Gary is a native of Countryside having first moved here in 1964. After many years of working in cities across the continent, Gary has returned to Countryside. Daily Mone...

3

Daily Money Managers: Services

http://www.dailymoneymanagers.blogspot.com/p/services.html

8226; Mail organization and filing. 8226; Bills verified and paid. 8226; Bank deposits made. 8226; Checkbooks balanced. 8226; Personal papers organized. 8226; Credit card accounts reconciled. 8226; Investment accounts reconciled. 8226; Medical insurance claims reviewed. 8226; Monthly personal financial statement prepared. 8226; Other financial services as requested. Subscribe to: Posts (Atom). Paying bills, filing medical claims, and balancing checkbooks can often be challenging for many. The presentatio...

4

Daily Money Managers: Daily Money Management

http://www.dailymoneymanagers.blogspot.com/p/daily-money-management.html

What Is Daily Money Management? Daily money managers (DMMs) provide personal business assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts. Who needs the help of a DMM? If I hire a DMM, why do I need an accountant, lawyer, or social worker? For example, a DMM, by organizing and maintaining accur...

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Daily Money Managers

AS WE GROW OLDER . SOME EARLY WARNING SIGNS. Do you put off opening your mail? Do you have piles of letters and papers? Have you made the same payment twice? Do you not recognize people or companies you have made payments to? Have you made some unusually large donation? Daily Money Management services include:. Medical Bill reviews/claims (including Medicare and Insurance). WHO'S LOOKING OUT FOR YOU? Gary Lewis, Certified Adviser for Senior Living (CASL). E mail me at gary@assetdesigncenter.com. Allow me...

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