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...
Jun 8, 2021
Maureen A. Wendt is president and CEO of The Dale Association, a non-profit organization that provides senior, mental health, in-home care, caregiver support services and enrichment activities for adults. There are things you can do to help protect yourself from abuse...
May 20, 2021
OKLAHOMA CITY (KFOR) – Many adult children serve as financial helpers to their elderly or ill parents. They provide services like paying bills, handling deposits and investments, filing insurance claims, preparing taxes and more. If you believe your parent...
Jan 4, 2021
Bellefonte, PA – The American Association of Daily Money Managers (AADMM) has announced the members of its 2021 board of directors. They are: President: Alison Salisbury, CDMM®, Fiscally Fit, Inc., Los Altos, CA Vice President: Robyn Young, CDMM®, Money Care, LLC,...
Dec 17, 2020
Who Needs a Daily Money Manager? A wide variety of people, including busy professionals and older adults, may benefit from the services a daily money manager can provide. Written by Lewis Knopf, CSA, Daily Money Manager. Read the full article (PDF) at...
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