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AADMM in the News

Don’t Just Spend Less — Spend Smarter

Motley Fool – There are also people called “daily money managers,” and they will set you up on Mint or Quicken or anything like that if you don’t know how to do it. They will analyze your budget. They will also pay your bills. They will do a lot of the nuts and bolts parts of money management and I don’t think they get enough attention. You can look up the (American) Association of Daily Money Managers.

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Do Investors Need a Daily Money Manager?

U .S. News & World Report – For a price, you can find someone to help with anything, and an accountant or bookkeeper might take on money management chores. But these days, many turn to a little-known community of specialists called daily money managers, represented by 800-member American Association of Daily Money Managers, which has a provider locating tool on its website.

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How To Get Help Managing Money for Seniors

Daily Money Managers (DMMs) provide personal business assistance, usually in the client’s home. They offer an array of services, which includes balancing the check book(s), writing checks to pay bills, and keeping accurate records of all checks written and all deposits made.

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Getting Older Without Family

The CPA Journal – There are companies that can handle bill paying and other routine financial matters for elderly individuals; they may also be able to deal with health care insurance forms. Professionals offering these programs can be found through the American Association of Daily Money Managers.

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When to Step In and Take Over an Older Parent’s Finances

Wall Street Journal – My mother is about to turn 80, and I’m increasingly worried about her ability to manage her money. My family and I are trying to figure out when and how to take on this responsibility, or at least provide some help. Any advice? This is a tricky subject, to say the least, and one that many of us are, or will be, grappling with.

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Should I hire a money manager?

San Diego Union-Tribune – Many parents are reluctant to let their children take on management of their money, either because they don’t want them to know their net financial worth or they don’t want to burden them with the responsibility. Often, they’re more comfortable turning over that responsibility to a neutral and professional money manager, with your help.

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