We were honored to be interviewed by Peter Gordon, a certified daily money manager and owner of New York Financial Organizers. In this interview, we discuss the main reasons people call a senior move manager as well as what happens to your belongings if something were to happen to you. How difficult would it be if your executor or family members suddenly had to come in and figure out what to do with all of your stuff? I talk about my sister and how I want to avoid leaving her a big confusing situation to manage if my husband and I pre-decease her.
We have partnered with Peter over the years when clients have found that staying on top of paperwork has become too challenging for them. He and his business partner patiently help their clients re-gain control over their bills.