Is your loved one struggling to maintain their financial acumen as they go through Is your loved one struggling to maintain their financial acumen as they go through the aging process? You may be tempted to step in and offer assistance, especially if you have a strong grasp on your own finances. Unfortunately, acting as a family member’s money manager can be a tricky situation, and while you may have your personal situation under control, taking responsibility for someone else’s finances quickly gets overwhelming – especially at tax time. Consider this short case study in how hiring a professional money manager can turn the tide in the struggle to maintain your loved one’s tax situation before you attempt to take over yourself, and contact us to start working with our Daily Money Managers right away!
Jeremy Zizmor is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families who need help managing their personal day-to-day finances. He is responsible for running all facets of the business.