For many, the days of retirement represent freedom from “work” – meaning, the mundane responsibilities that don’t necessarily bring happiness & joy. The moving parts of household management, personal finances and healthcare actually multiply as we all age. Taking up more of our time and representing large stress triggers. Counterproductive to a relaxing retirement.
- Managing housekeepers, landscapers & paying utilities
- Healthcare claims & Medicare enrollments
- Organizing and evaluating mail/emails, statement, marketing and invoices
These are just a few elements that we all must manage during our senior years.
For example, December is a very busy month for Seniors and it’s not because of a busy holiday party schedule! Medicare re-enrollments and end of year IRA distributions must be attended to or else. Lay these stressful and critical activities on top of the rest of the business of managing home/lifestyle can leave anyone stressed and exhausted! Enter Senior Checks & Balances – we are here to be your extra set of eyes or even manage it all for you. It’s your retirement.
Senior Checks & Balances carries the chore of bills, insurance and household management so your days can be defined by the retirement you’ve earned. With a customized plan that is directed by you, Senior Checks & Balances keeps your home and finances running like a well oiled machine. The most important element – this is all accomplished without the transfer of any personal or account information. To boot, Senior Checks & Balances is not nameless & faceless – we rely on regular face to face meetings with you to insure the business of your home & retirement is being managed to the greatest efficiency and transparency.