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How daily money managers work with other professionals
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Daily Money Managers (DMMs) represent individuals and businesses in the field of daily money management. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.
What is a Daily Money Manager?
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EVENTS AND WEBINARS
New Recorded Webinar
Summary of Tax Law Changes Affecting 2022 Tax Returns
Did you know that Congress regularly makes changes to tax laws and they are often retroactive? This session will present information on how the recent federal tax law changes affect individuals and small businesses. In addition, we will discuss how state tax law changes may affect not only the state tax return, but also federal. This presentation is designed to help DMMs identify documents which may be relevant in the preparation of individual income tax returns.
New Recorded Webinar
Issues to Consider When Bankruptcy Becomes Reality
This webinar will review the different types of bankruptcy available to individuals and to businesses, assets that can be protected and preserved despite a bankruptcy filing, and the types of debt that can be eliminated in bankruptcy, as well as those that cannot.
The Business Basics Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession. These webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis.
Many people who grew up during the depression era learned that it was not good to put all their eggs in one basket. The risk of losing the basket along with all their eggs was too high.
This lesson applied to finances as well. Many individuals preferred to spread their money among a variety of different financial institutions because of their concern that a bank might fail and their funds would be lost.
Keeping track of your money can often feel like a separate career. It is easy to go from dedicating a few hours a month paying bills as you start your career to a much longer process as your assets and family grow. A Daily Money Manager (DMM) can help. DMMs are trusted professionals who pay bills, reconcile accounts, keep track of investments, organize tax documents, review and renew insurance coverage and other financial tasks – basically anything attached to a dollar sign. How do you know if you could benefit from a DMM? If any of these situations apply to you, it could be time to hire a DMM.
Enhancing Eldercare: An Overview As our loved ones age, managing their finances and navigating the complexities of daily life can become increasingly challenging. With other life commitments or physical distance, families struggle to find the right combination of help...