Helping older adults manage their day-to-day financial affairs

Resources for Reducing Unwanted Solicitations

The Direct Marketing Association (DMA) provides a way to curb those pesky mail solicitations. Go online to It will take approximately 90 days for you to see a difference. Don't let that dissuade you though; it is well worth the time!

To remove your name from solicitors who utilize major credit reporting bureaus (credit card companies in particular), call 1-888-5OPTOUT (1-888-567-8688) or visit

When you receive a solicitation over the telephone, request that you be placed on the company's “Do Not Call” list. Companies are required by law to comply with your request.

Enroll in the National Do Not Call Registry:

senior couple

What People Are Saying

"As an estate planning attorney, I have worked with Pamela Nielsen for twenty years on mutual client matters. She is, bar none, the best daily money manager I know. I trust her work and her ethics completely and am always thrilled when I learn a client of mine is using her services."

~ BT, Chapel Hill, NC