Daily Money Management for Seniors

Sad Elderly woman at kitchen tableDaily money management for seniors can provides more independence and less worry about bills, paperwork and other tasks.  Does that sound good to you?

Do you sometimes have trouble remembering to pay bills on time and would like help staying on track?

We are professionally trained to handle all of this for you, accurately and confidentially. And we’ve been helping other seniors with these exact issues for the past 10 years. We will work with you to create a custom solution based on your needs so you can stop worrying about check writing, taxes, bills, insurance, etc, and focus on living your life.

Liberty Paperwork Solutions can help you:

  • Organize and sort backlogged paperwork and unopened mail
  • Pay bills and make bank deposits
  • Track expenses and provide a customized, realistic budget
  • Track bank and investment accounts and maintain statement paperwork
  • Research and compare insurance rates to save you money
  • Handle complex insurance problems and disputes
  • Review your credit card statements for accuracy and fraud
  • Document charitable donations and other tax deductible activity
  • Coordinate with your accountant, attorney or financial advisors to ensure your records are ready for tax preparation
  • Submit and track medical insurance claims for doctor’s visits, medication costs and more
  • Resolve disputes with medical providers, creditors, banks, insurers and government agencies
  • Deliver detailed monthly statements on all of the above to keep you informed
  • All information is kept strictly confidential

Contact us today to learn more. All information is kept confidential and an initial consultation is 100% free. We look forward to talking with you.

(973) 462-5733 • Emily@libertypws.com