Too much information

For many in the senior community, there is palpable fear that something will fall through the cracks resulting in financial penalties or the compromise of personal information.  Given the volume communications that the average person receives on a daily basis, anyone can become daunted by it all.  Sifting through account statements, monthly bills and marketing/solicitations takes a keen eye.  Now, remember that these communications are coming at us via snail mail, email and sometimes, on the phone.

Just this week, I had a regular visit with a client who was very concerned over a phone call she’d received to schedule an installation.  She had okay’d the date they offered over the phone but hung up a little bewildered.  Trying to put two and two together, she remembered a piece of mail that came from the village informing her that her water meter was to be replaced.  That must have been it.

I asked to see the both the notice for the water meter and then her phone to see the number that had called her.  A big red flag immediately went up and I made two phone calls.  A local carpet company had my client’s phone number in error and was calling to schedule a carpet installation.   This was not associated with the upcoming water meter installation.

Having an extra set of eyes to review the care and management of your home as you “age in place” creates security your loved one deserves at this juncture of their lives.  With monthly meetings to review mail, status of utilities/bills and plan for what lies ahead, the tornado of paper, mail and solicitations is far less daunting.

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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