Members 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.
Budgeting isn’t always the nicest word to use when talking about money. For many, it’s full of negative connotations. Spending plans are a more accommodating alternative for many. It will put you in the driver’s seat of your financial future.
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, 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.
Peace of Mind for Money Matter$, by Teri Rogowski made an impressive entrance on the day of release
Ifaat Bosse, Daily Money manager, talked about mastering the basics of bill pay, depositing and other online banking essentials
Elizabeth Zeldes, CPA, CDMM spoke to over a hundred care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”
AADMM Member Barbara Boustead authors book: From 50 to Fabulous: Pivoting to a Life of Joy and Purpose
Barbara’s book is about navigating and embracing the challenges that women, especially Black women, often experience in midlife.
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.
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.