Trusted Support and Bill Paying for Older Adults
Serving Northwest Washington, DC, and Nearby Neighborhoods within Our Local Service Area
StayWise Services, LLC provides support and bill paying in our local service area. We believe retirement should be a chance for older adults to relax with ease and peace of mind—not feel overwhelmed by life’s administrative burdens. That’s why we help them maintain their independence by assisting with time-consuming and physically demanding tasks. Our goal is to provide tailored solutions that make life easier and more convenient, freeing up time for what matters most.
We organize paperwork, assist with bill paying, accompany clients to appointments, coordinate home maintenance, and communicate with family members when requested. We’re often the missing link between families and the professionals already serving them.
What We Offer
Review and Bill Paying
- Collecting Bills Through the Mail at Your Home or Electronically
- Determining the Accuracy of Bills
- Entering Invoices into a Secure Portal
- Categorizing Every Transaction, including Credit Cards
- Paying Invoices Through Electronic Funds Transfers, Printed Checks, or Secure Online Bill Payment Services
- Reconciling Accounts Monthly
Record Keeping
- Keeping Records of Your Credit Card Information in Case of Loss or Theft
Perform Banking Functions
- Assisting with Deposits, Transfers, Wires, and Bank Reconciliations
- Working with Your Bank or Personal Banker on Any Issues That Arise
Track Insurance/Medical and Personal Lines
- Reviewing and Addressing All Insurance Coverages Annually
- Compiling Medical Claims to Submit to Insurance or Your Medical Claims Service Provider
- Calling Doctors’ Offices to Ensure Proper Insurance Has Been Submitted
- Handling Insurance Claims for Auto, Property, and Other Coverage Needs
Track Investments
- Working with Brokers and Financial Planners to Help Track Investment-Related Information
Compile Tax Information
- Tracking Charitable Gifts
- Paying and Tracking Real Estate and Personal Property Taxes
Coordinate with Accountants
- Working with Your CPA on Tax Planning Throughout the Year
- Ensuring Estimated Taxes are Paid on Time
- Reviewing Completed Tax Returns
Peace of Mind Home Checks
- Managing Home Details While You Travel
About Our Home Check Services
Life moves fast. Between work, travel, family, and everything else on your plate, worrying about your home while you’re out of town shouldn’t be another source of stress. That’s where StayWise Services, LLC comes in. We offer reliable home watch services in our service area, so you always know your property is being checked by someone dependable.
Whether you’re leaving on a trip or simply need a quick check, we will visit your property and address any issues that arise. Stop worrying about your home while traveling. Contact us today.
