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Smartmoney-management |

Our services to your needs. We can help you with daily tasks. To assist you in remaining independent. We can be there to provide. The personal and financial support as needed. Need a personal assistant to organize your personal mail, bills, insurance claims, and other household matters? No longer able to manage your daily personal affairs or financial matters independently? Overwhelmed with caring for a family member? Too busy or live too distant to provide the support they need? And Standards of Practice.

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Our services to your needs. We can help you with daily tasks. To assist you in remaining independent. We can be there to provide. The personal and financial support as needed. Need a personal assistant to organize your personal mail, bills, insurance claims, and other household matters? No longer able to manage your daily personal affairs or financial matters independently? Overwhelmed with caring for a family member? Too busy or live too distant to provide the support they need? And Standards of Practice.
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Smartmoney-management | | smartmoneymgt-va.com Reviews

https://smartmoneymgt-va.com

Our services to your needs. We can help you with daily tasks. To assist you in remaining independent. We can be there to provide. The personal and financial support as needed. Need a personal assistant to organize your personal mail, bills, insurance claims, and other household matters? No longer able to manage your daily personal affairs or financial matters independently? Overwhelmed with caring for a family member? Too busy or live too distant to provide the support they need? And Standards of Practice.

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Daily Money Management for Caregivers | DMM | AADMM | Smartmoney-management

http://smartmoneymgt-va.com/money-management-care-givers-family

Organize and action your family member’s mountain of mail. Review bills and confirm accuracy of charges. Conduct basic bill pay and check deposit. Prepare checks for signature or prepare for online payments. Monitor investment accounts for accuracy. Negotiate with third parties concerning bills, insurance claims and other household issues. Monitor credit card activity to avoid fraud. Inventory and photograph personal valuables. Keep you advised of family member’s financial condition (if applicable).

2

Daily Money Management for busy professionals | DMM | AADMM | Smartmoney-management

http://smartmoneymgt-va.com/money-management-busy-professionals

Act as your own Personal Executive Assistant. Organize and action your mountain of mail. Review bills and confirm accuracy of charges. Conduct basic bill pay and check deposit. Prepare checks for signature or prepare for online payments. Monitor investment accounts for accuracy. Negotiate with third parties concerning bills, insurance claims and other household issues. Monitor credit card activity to avoid fraud. Inventory and photograph personal valuables. Manage your finances when you are traveling.

3

Daily Money Management for Seniors | Money Management | Smartmoney-management

http://smartmoneymgt-va.com/money-management-for-seniors

8220;Independent living is not doing things by yourself. It is being in control of how things are done.”. Judith E. Heuman. I believe that it is extremely important that seniors feel they have control over their daily tasks and business. As the quote above so perfectly states, it is not that you have to do everything yourself, but that you have a say in how it is done. As a Certified Senior Advisor (CSA) I can assist you to:. Organize and action your mountain of mail. Leave a Reply Cancel reply.

4

Money Manager | Money Manager for Seniors | Professionals | Smartmoney-management

http://smartmoneymgt-va.com/client-services

Daily Money Management Services. For all our clients, our goal is to relieve stress and to save you time and money by keeping your daily personal and financial affairs current. We can work seamlessly with your family members or other financial professionals such as CPAs, attorneys, wealth managers and financial advisors. We can also provide good, trusted referrals to these financial professionals from our proven network. Who can benefit from the services of a Daily Money Manager? Does your family member ...

5

Daily Money Management | AADMM | Busy Professionals & Seniors | Smartmoney-management

http://smartmoneymgt-va.com/money-management-about-smart-money

Founded November 2013 by Valerie Mawdsley, Smart Money Management-VA provides an outlet to assist individuals with the challenges they face managing their personal daily finances. As a seasoned financial services professional, Valerie has an innate talent and strength for organization and financial management. She advises individuals and families on their daily financial issues, creating and managing budgets and remaining fiscally responsible. Valerie carries specialized professional liability insurance.

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Financial Retirement Planning | Northern VA | Planning for Senior Life | Practical Solutions for Aging Well

http://www.planningforseniorlife.com/financial

Meet Our Finance Team. Tracy Shen Florin Group, LLC. Florin Group, LLC. I’ve been in the Financial industry for over 20 years and my passion is helping multi-generational families with proper and effective communication and planning. I have experienced multi-generational planning first hand and can attest to the need for proper planning. My family has 3 generations living together for past 15 years. We have experienced everything from new babies to the need for geriatric care during this time. IKOR provi...

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Our new web site, powered by EarthLink Web Hosting. Is currently under construction. We hope you'll be patient and check back with us—we expect that new web site will be available soon. Thanks! In the meantime, you can visit EarthLink.net for:. Why choose EarthLink Web Hosting? EarthLink has been a leading web host for over 13 years, offering reliable, low cost web site hosting and ecommerce web hosting to thousands of satisfied businesses and individuals.

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Alderfer Bergen & Company, Retirement and Financial Advisors | Warsaw, IN

We're here for you, to help you. Reach your goals and dreams. Welcome to Alderfer Bergen. We begin client relationships with a discovery meeting. This is where you tell us your dreams and paint a word picture of what you envision your life and future to be like. Smart money management radio. Alderfer Bergen and Company. 122 W Market St. Warsaw, IN 46580. Securities, Financial Planning, and Advisory Services Offered Through LPL Financial, a Registered Investment Advisor, FINRA/SIPC.

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Smartmoney-management |

Our services to your needs. We can help you with daily tasks. To assist you in remaining independent. We can be there to provide. The personal and financial support as needed. Need a personal assistant to organize your personal mail, bills, insurance claims, and other household matters? No longer able to manage your daily personal affairs or financial matters independently? Overwhelmed with caring for a family member? Too busy or live too distant to provide the support they need? And Standards of Practice.

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Smart Money Management

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Making Money from home. How to invest when you don’t have extra money. June 11, 2015. Thanks for visiting. If you like what you see here, I’d love to invite you over to the Smart Money Mom Facebook Page . I post updates instantly there often–so you never miss a thing! Let’s be honest. In my 20’s I hadn’t really thought about investing for my future. As […]. Savings Plans for single moms. June 8, 2015. 7 Tips for Starting a Direct Sales Business. June 5, 2015. It just so happen that this product […].

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I believe being a mom is the most important job you will ever have! We are more like the CEO of our own company since we are also in charge of budgets, meal planning, scheduling events, building relationships and more! After years of tracking down information for myself and only being able to share my finds on a limited basis I decided to make a website to put useful information in one spot for fellow moms! Our favorite family fun park.Knoebels! View my complete profile. Visits from my friends. Offers a ...

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