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...
Oct 26, 2021
AARP Magazine’s Ultimate Guide to Financial Advisers explains ‘there’s a financial specialist for most every money-related problem or need…To make it easier to find the best advice for your particular financial need, here’s a guide to...
Jul 9, 2021
How might you go about selecting someone to trust to help manage your money if financial decisions become too difficult for you in the future? Well, researchers from the Stanford Center on Longevity and the University of Minnesota have just made answering that...