Balanced Money Management, LLC

10/24/2023

Come join us this Thursday!

Keeping Seniors Safe, Active and Well Served - NGSR Is a Professional Networking Group made up of over 50 North GA Providers who specialize in a wide variety of services to those over 55. COME MEET ALL OF US THIS THURSDAY 10/26 9:30AM 751 Green St 30501 in the Old Section of the 1st Baptist Church Campus 1st floor - right off the parking lot - through the old white doors. See You Then!

08/23/2023

Giving this a try!

Tired of having your mailbox crammed with ads and other mail you didn’t ask for, like preapproved credit card applications?

08/22/2023

Good reminder to not let down your guard...

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08/15/2023

I found this article from AARP useful and I know many of my clients are unsure of what to do with the Medicare Summary Notices they receive.

The summary notice shows you services and supplies billed to Medicare in the past three months and the maximum amount you may owe a provider.

10/24/2022

More useful tips from AADMM's monthly money matters blog...

We are all using credit cards more than ever—for both large and small purchases. And so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014.

09/15/2022

Every September, we recognize Healthy Aging Month to raise national attention on the health and well-being of older adults.
https://health.gov/our-work/national-health-initiatives/healthy-aging/about-healthy-aging

03/29/2022

This article sums up perfectly how daily money managers team up with other professionals to provide solutions for our clients. It takes a village and daily money managers often have resources that most are unfamiliar with.

A sweet couple living in their home, in their 90s, that have no children and very few relatives, and are in need of an assisted living community. They need help.

03/09/2022

One of the many benefits offered by daily money managers is during tax time.

Last year Rhonda had a problem. Her father seemed to be deteriorating rapidly. The care manager suggested that she work with a Daily Money Manager (DMM).

01/19/2022

I'm sure you will recognize some of the methods listed. Anyone can fall prey to scams but especially our seniors who are more vulnerable so take a moment and review these items with your loved ones.

Financial scams targeting seniors often go unreported or can be difficult to prosecute. Find out how you can stop scams targeting seniors.

11/11/2021

Happy Veteran’s Day! We are forever grateful!

09/27/2021

If you do what you love, you'll never work a day in your life. ...