It’s not just paying bills

dreamstime_xxl_61134161While just a portion of Senior Checks & Balances’ relationship with our clients is insuring that bills are getting paid, the landscaper is hauling the leaves or you’re enrolled in the right prescription plan, the bedrock is lifting the stress of finance and home responsibilities.  With that, our role is exclusively what you need……

Email & Digital Account Monitoring – Is it a bill or is it a solicitation?  Or both?  Today’s marketers have become more and more savvy in order to capture our attention.  Senior Checks and Balances is here to not only review the snail mail, but the digital mail too!

Tax Returns & Account Statements– What do I keep and what do I toss?  Let’s evaluate the existing financial documentation in the home and dispose of it safely & appropriately.  This is especially vital for those individuals that are preparing for a move or those that have other service providers in and out of the house.

Medicare/Insurance – Enrollment deadlines are stress triggers.  Claims adjudication are stress triggers.  Senior Checks and Balances understands the in’s and out’s of today’s health insurance policies and practices – let us shoulder the stress of the process and more importantly, sit on hold for you.

Home Projects & Worker Management – Does your home need a fresh coat of paint?  Did the dishwasher hit the fritz?  Not only is Senior Checks & Balances ready to advise you on how to budget for these costs, we will vet & manage those contractors to insure efficiency and economy.

Household Budgeting – By establishing a clear understanding of the what bill is getting paid when, as well as evaluating the value of items like the cable bill or the landscaper, Senior Checks & Balances will create peace of mind that your retirement dollars are being managed & spent wisely.

Senior Checks & Balances serves the senior community in the Greater Chicagoland area.  Contact us today to discuss how we can be of service to you and your loved ones.


Published by SrChecksandBalances

Native of Chicago's North Shore, Jill is the Founder of Senior Checks and Balances - a one on one consultancy that works with the senior community to insure financial security and efficiency. Jill is a graduate of Miami University (OH) with a degree in Economics, is a Certified Senior Advisor and member of the Association of Daily Money Managers.

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