(908) 396-6090 / (910) 683-0606 info@edcnb.com

December brings a possible change of weather, the wrapping of gifts, and the wrapping up of the end of the year record-keeping for your taxes. It’s a time where many spend countless dollars on gratuities for those who assist us during the year, a time when people purchase gifts for others, and those we love. We are joyful to acknowledge those people in our lives by purchasing in local stores and online. Although giving is a wonderful feeling…

How do we budget ourselves?
How do we know how much we can spend per person on our list?
Do we need help?

EveryDay Checks & Balances are Daily Money Managers who pride themselves in helping their clients all year round and especially when spending extra money may lead to financial problems. It is comforting to know that once a client or their family hires EDCNB, they are capable, trustworthy, and caring hands.

Anne Seline is very familiar with the pitfalls that this time of year can bring to the elderly, busy professionals, those who are divorced and widowed. Her clients and their families are grateful for her expertise in guiding them as they navigate the difficulties that may arise, especially during this time of year. She recommends the following services to keep her clients in check and aware of their budget.

EveryDay Checks & Balances helps their clients:

  • Pay bills – personal and commercial
  • Reconcile accounts
  • Manage deposits
  • Provide income and expense tracking
  • Provide accurate financial records and quarterly reports
  • Manage and monitor insurance claims: health, LTC, Medicare
  • Provide online storage for clients in – EDCNB Secure™
  • Negotiate with creditors
  • Organize tax information
  • Work with professionals: financial, accountants, lawyers, insurance agents, geriatric care managers
  • Executes and manage clients special project

Overspending at this time of year is common; Anne points out that EDCNB keeps track of their clients, and they can access all information 24/7. That is a huge relief to her clients and their loved ones who worry if they may incur debt.

At a time of year when we may sing a little more, smile a little more, give a little more, it’s reassuring to know Every Day Checks & Balances is always there and will hold your hand in the process. As one client stated, “That personal touch EDCNB brings to my world has been a game-changer for me. I feel blessed.”

Holiday Wishes

#giftoftime #peaceofmind #dailymoneymanager