AADMM featured in AARP Magazine

AADMM featured in AARP Magazine

  It is a timely and increasingly common situation. An article titled ‘Solo Ager’ Needs Help Handling Her Financial Affairs: With no spouse and no children, she’s looking elsewhere for backup in AARP Magazine describes the problem and options...

Don’t Just Spend Less — Spend Smarter

In terms of spending smarter (and this is where you might end up spending more money), and that is if you need professional help, get professional help. In the case of money, it could be a fee-only financial planner. You pay them for a few hours of their time to...

Do Investors Need a Daily Money Manager?

Sound fiscal stewardship is key for older investors just as the stakes get highest for their nest egg. THE INTERNET AND mutual funds have given investors knowledge and independence previous generations might never have imagined. But many, perhaps most, continue to...

How To Get Help Managing Money for Seniors

*What is Daily Money Management?* Daily Money Management is a relatively new service, which addresses an issue facing many senior citizens: handling paperwork that seems to expand endlessly. Seniors frequently become overwhelmed with the amount of medical statements...