Solo Aging Doesn't Mean You Have to Do Everything Alone

For many people, growing older means leaning on a spouse or children when life becomes a little more complicated, but more and more adults are solo agers: people who are aging without a family support system.

Some have always been independent. Others have been widowed or divorced. Some have children who live across the country, while others simply don't want to become a burden to the people they love.

Whatever the reason, solo aging doesn't have to mean facing every challenge by yourself.  


Finding the Help You Need

As we age, it's rarely one major event that makes things difficult. It's the accumulation of small responsibilities:

  • bills that need to be paid

  • insurance paperwork

  • bank statements

  • tax documents

  • claiming benefits

  • keeping track of appointments

  • remembering passwords

  • sorting through mail 

None of these tasks are especially difficult on their own, but the endless list of things to do can become exhausting.

Even if you have built a life filled with friends, neighbors, and community, that doesn't necessarily mean you have day-to-day support.  

You may hesitate to ask a friend to help sort through paperwork, or feel uncomfortable sharing financial details. Even when family is part of your life, they may live hours away or be balancing careers and raising children of their own.

In these situations, finding a trusted professional, such as a daily money manager, to step in and help with the practical details can make a world of difference. 


Support That Fits Your Life

Everyday Money Management was built around a simple idea: removing the stress of financial management so you can live your life.

Daily money managers specialize in financial organization to ensure nothing slips through the cracks. 

For many of our clients, that means:

  • keeping bills organized and paid on time

  • preparing information for an accountant

  • reviewing mail and identifying important documents

  • monitoring accounts for unusual activity

  • organizing financial records

  • coordinating with attorneys, financial advisors, or family members when needed


Coordinating Your Team

In addition to helping our clients get organized, daily money managers often serve as financial quarterbacks for a team that may include:

  • estate attorneys

  • financial advisors

  • accountants

  • care managers 

Many of our clients come to us with existing professional advisors, while others are looking for recommendations to build their support network. Whatever the case, our DMMs work seamlessly with professional partners to ensure everyone has the information to do their job to achieve the best financial outcomes for our clients. 


Planning for Tomorrow

Solo aging also means thinking ahead about your care and estate.

  • Who would know where your important documents are if you became ill?

  • Would someone know how to access your accounts?

  • Is there a trusted professional who understands your financial picture?

  • What kind of support can you afford as you begin to slow down?

  • Who will execute your wishes when you pass on?

These aren't easy questions, but having answers can provide enormous peace of mind. Many solo agers find comfort in creating an organized financial roadmap long before it's ever needed.


Beyond Financial Help

Perhaps the greatest benefit of working with a daily money manager isn't found on a balance sheet. It's knowing someone is there for you and will:

  • notice if something seems unusual

  • remember how you like things done

  • be available to call when a letter arrives that doesn't make sense

  • help you navigate the digital world

At EMM, we don't just manage paperwork, we truly care for our clients and form relationships that evolve through different stages of life. 

 
 

We understand just how much of a leap of faith it is to let someone into your financial life, and that's why it's often worth finding a trusted professional before you become overwhelmed.  That not only gives you more space to enjoy the life you've built, it also creates a safety net that's there when you need it.  

Please reach out to us if you'd like to explore how this type of relationship could benefit you.

Sharon Zissman