News
AADMM in the News
AADMM Featured in the New York Times
AADMM was recently featured in an article about retirement, published in The New York Times, titled "Going Solo: How to Plan for Retirement When You’re on Your Own." The article discusses the important role that a daily money manager can play in helping solo...
2024 AADMM Survey Report Available on Website
The results are in and a big thanks to everyone who took the time to participate in our survey! The 2024 AADMM member survey report is now available on our website. To view the report, log into aadmm.com, navigate to the Member Dashboard, dropdown the Member Resource...
AADMM Featured in AARP Magazine
In an era of increasing financial complexity, managing personal finances can become overwhelming for many individuals. Enter the daily money manager (DMM), a professional service that offers invaluable assistance in organizing and overseeing day-to-day financial matters. A DMM is a professional who handles your personal or small business daily finances and works as a member of your financial ‘team.’ We generally do not take the place of financial planners, tax accountants or CPA’s; we compliment and work with your already established team.
Maximizing Financial Well-Being: Five Benefits of Hiring an AADMM Daily Money Manager
In an era of increasing financial complexity, managing personal finances can become overwhelming for many individuals. Enter the daily money manager (DMM), a professional service that offers invaluable assistance in organizing and overseeing day-to-day financial matters. A DMM is a professional who handles your personal or small business daily finances and works as a member of your financial ‘team.’ We generally do not take the place of financial planners, tax accountants or CPA’s; we compliment and work with your already established team.
Use the Holidays to Help Older Relatives Identify and Avoid Elder Financial Abuse
The holidays are a time when far-flung relatives get a chance to reconnect, especially after the disruptions that the COVID-19 pandemic created during the past two years. Family members visiting elderly relatives can use the occasion to keep an eye out to make sure that parents, grandparents and other family members are not being financially abused.
AADMM Announces Board Legacy Award Winner: Barbara Boustead
Barbara Boustead was presented with the AADMM 2022 Board Legacy Award at the American Association of Daily Money Managers (AADMM) Annual Conference. The award pays tribute to dedicated members who have consistently demonstrated passion and commitment to AADMM as an organization, and to the profession through exceptional service.
Where to find help to handle financial chores?
The Savvy Senior provides answers. Daily money managers can help seniors and their families with financial chores.
Daily Money Managers: Managing Money Late in Life
Women’s Institute for a Secure Retirement: Many people start to experience limitations later in life, so it is important to have a plan for who will manage your money when you are no longer able to.
American Association of Daily Money Managers Names 2022 Board of Directors
The American Association of Daily Money Managers (AADMM) has announced the members of its 2022 board of directors.
Investor’s Business Daily Article Explains Client Benefits of DMM Services for Financial Advisors & CFP®s
When Lisa Wiseman became an advisor in 1999, she expected to manage clients’ investments and provide comprehensive financial planning. She didn’t expect to help them pay bills. More than 20 years later, she’s doing some of both.
