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The Baby Boomers' Guide: Daily Money Management for Aging Parents

For a limited time, we will send you a COMPLIMENTARY copy of the Baby Boomers’ Guide to Daily Money Management for Aging Parents which contains critical, often overlooked information about how to ensure parent’s finances are protected and secure.  

A must-read for anyone whose elderly parents can’t, won’t or shouldn’t manage their daily financial activities. This guide will provide you with valuable information on how Daily Money Managers can help your parents live independently and free from the stresses of managing their day-to-day financial affairs.

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Dear Baby Boomers,

Approximately 7.7 million Canadians are baby boomers. 

Caring for an aging loved one is an emotional and stressful time. Many baby boomers – anyone born between 1946 and 1964 – struggle to manage their own children and grandchildren’s needs while assisting their aging parents. Also referred to as the sandwich generation, approximately 7.7 million Canadians comprise the baby boomer population.

As your parents age and cognition declines, their ability to manage their financial affairs diminishes. The New York Times recently wrote about financial problems seniors face in an excellent article titled “As Cognition Slips, Financial Skills are Often the First to Go”.

This guide was created to serve you. Here's what's inside...

6 Signs Your Parents Need Help

Discover 6 tell-tale signs that your parents may need help managing their finances. If your parents are beginning to show any of these signs it may be time to have a conversation about their finances.

Discover Daily Money Management

You’ll learn what daily money management services are and how they can save time, reduce stress, and better relationships by having someone else take care of these critical yet tedious tasks. 

9 Ways to Protect Your Parents from Fraud and Abuse

According to the Canadian Department of Justice, 10% of seniors become victims of consumer fraud each year. Fraud is the number one crime against the elderly. We’ll show you 9 ways to protect against it.

The Daily Money Manager Hiring Checklist

DMMs handle highly personal and confidential information. Personal judgment is important in determining if you can trust the professional. We have prepared a checklist to help you through the process.

Passionate about making a difference in the lives of seniors, Financial Concierge™ punches above their weight to address a unique much-needed financial service gap. We enable seniors to age in place by managing their daily financial activities.

Our vision is a world in which all aging adults can live out their lives free from the stresses of managing day-to-day finances, and family members can rest assured that their loved ones’ financial futures are safe, secure, and organized.

Take the opportunity to download this complimentary, vital piece of information today.

Get YOUR Complimentary Copy NOW!