News
AADMM in the News
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.
AADMM BOARD LEGACY AWARD 2021
Rebecca Eddy, MBA, CDMM, a longtime AADMM volunteer, was honored with the Board Legacy Award. The Board Legacy Award pays tribute to a dedicated AADMM member who has consistently demonstrated a passion and commitment to AADMM.
DMMs are a resource when talking money with your parents this holiday
In a timely AP News article, the columnist Liz Weston CFP® of personal finance website NerdWallet shared tips on how to talk with your parents about "important money issues, such as estate planning or long-term care" this holiday season. Working with a daily money...
AARP: Your Ultimate Guide to Financial Advisers
AARP offers this guide to financial professionals to a pro who has real, hands-on experience helping people with situations like yours. A certified daily money manager (CDMM) can help you with tasks like paying household bills and filling out health insurance claim forms.
The Street: How to Keep Your Money Safe in the Future
Experts share strategies for finding a trustworthy advocate to help you keep your finances safe as you age.
SENIOR SPOTLIGHT: Preventing elder abuse
If managing your daily finances becomes difficult, consider using a daily money manager. Only allow someone you trust to manage your finances.
4 Seniors: How to help an elderly parent with their finances
If you believe your parent needs a helping hand with their financial chores, here are some tips and resources that can help.
American Association of Daily Money Managers Names 2021 Board of Directors
The American Association of Daily Money Managers (AADMM) has announced the members of its 2021 board of directors.
The Society of Certified Senior Advisors CSA Journal: Daily Money Management: More than Dollars and Cents
Who Needs a Daily Money Manager? A wide variety of people, including busy professionals and older adults, may benefit from the services.
The Penny Hoarder on getting out of debt
If you’re overwhelmed by managing your day-to-day finances or fear forgetting to pay bills and sinking further in debt, consider hiring a daily money manager.
