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...
Dec 28, 2021
At its virtual conference, Rebecca Eddy, MBA, CDMM, a longtime AADMM volunteer, was honored with the Board Legacy Award. The Board Legacy Award pays tribute to a dedicated AADMM member who has consistently demonstrated a passion and commitment to AADMM as an...
Nov 16, 2021
In a timely AP News article, the columnist Liz Weston CFP® of personal finance website NerdWallet shared tips on how to talk with your parents about “important money issues, such as estate planning or long-term care” this holiday season. Working with a...
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