AADMM in the News
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.
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.
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.
The Savvy Senior provides answers. Daily money managers can help seniors and their families with financial chores.
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.
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.
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.
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 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.