The Work of Retirement

Woman helping senior woman with finances.

For many, the days of retirement represent freedom from “work” – meaning, the chores of managing home and paperwork.  Yet, the moving parts of household management, personal finances and healthcare actually multiply as we all age.  The activities end up 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.

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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