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"My Money Manager gives me peace of mind
knowing my bills will be paid on time."
- Helen, NSES Client
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Client Services | Referral Services | Housing Options | Nursing Home Ombudsman | Money Management

North Shore Elder Services Logo Money Management

Information: The Money Management program assists people who are having difficulty handling their financial affairs. This may be due to the death of a spouse who always handled bills and banking, a sensory impairment such as loss of sight, a physical impairment like arthritis in one’s hands or a cognitive impairment such as dementia. We understand that having assistance with finances is a critical part of maintaining independence. This program is available to people age 60 and over as well as people 22 and over who have a disability. See what people are asking about the money management program, click here to go to the Frequently Asked Questions page.

Support: Many of our Money Management clients wonder why they waited so long to call. Contact us by calling 978-750-4540 or by e-mailing info@nselder.org

Solutions: The Money Management Program, developed in conjunction with AARP, is a free service. The program is operated by a staff of dedicated volunteers who meet with individuals on a monthly basis. Volunteers are trained, insured, and routinely supervised. We offer two levels of assistance:

Bill Payer- Bill Payers assist individuals to develop a budget, sort mail, write checks and balance a checkbook. The individual makes all the decisions and retains check-signing capacity. This can be a short-term or long-term arrangement.

Representative Payee- Representative Payees help individuals who are deemed incapable of managing their own finances. A physician makes the determination of capability. In addition to providing bill payer services, the Representative Payee assumes legal authority to write and sign checks through a special checking account. The Representative Payees are appointed by the Social Security Administration to manage social security income and other federal benefits.

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SCAMS TARGETING ELDERS ARE
ON THE RISE

Our Money Management staff can arrange a presentation for your group on scam prevention, identity theft and keeping your money safe.
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North Shore Elder Services.

Life. Made Easier.