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Members in the News
Dementia Discussions Podcast
Twenty years ago, Natalie Stanger started a company to “help seniors do the things they could no longer do or didn’t want to do.” Natalie talks about how she got into the world of geriatrics and found her niche as a Daily Money Manager (a “DMM”).
Ask an expert: Finding and using the right student credit card
Student credit cards are great tools for your everyday spending while you are enrolled in school. It allows you payment flexibility, the ability to earn cash back rewards and build your credit score early into adulthood.
Paula K. Canaday-Daeke helps clients with dementia manage financial affairs
Paula K. Canaday-Daeke, Daily Money Manager, writes about early signs of cognitive impairment and how to protect clients and their financial assets while navigating this new chapter of their life.
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.
Who Does A Daily Money Manager Serve?
Amy Carrick, CDMM, was recently interviewed by the Weekly Wealth Podcast about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients.
This small profession aims to fill a gap in the financial services world
CNBC - When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the basics of...
Second Acts To Profit From The Longevity Economy
Forbes – In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives. “It was an easy transition from business consulting to daily money management — still working with people one-on-one, but I see a greater need for this service. I am using my skills and giving back.”
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