Dec 20, 2022
Yahoo Now –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...
Nov 18, 2022
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...
Nov 11, 2022
The Savvy Senior provides answers. Jim Miller, the author of the Savvy Senior, answers questions for older adults and the families that support them. AADMM is featured in this article that answers a reader’s question of where to find help to handle financial...
Oct 10, 2022
The Society of Actuaries Research Institute funded research underlying Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age. That project offers a process for thinking through the issues related to a shift in money...
Jan 11, 2022
Bellefonte, PA – The American Association of Daily Money Managers (AADMM) has announced the members of its 2022 board of directors. They are: President: Alison Salisbury, CDMM®, Fiscally Fit, Inc., Los Altos, CA Vice President: Robyn Young, CDMM®, Money Care, LLC,...
Jan 7, 2022
“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.” So...
