Boston Globe, August 26, 2020 – Paula Canaday-Daeke, the owner of Fiscally Balanced in Atlanta highlights the services performed by daily money managers and how to find a daily money manager near you on AADMM’s website. Author Susan Moeller explains, “A...
AADMM and ALCA members may have clients in common that benefit from both services. Aging Life Care Professionals have extensive knowledge about the costs, quality, and availability of resources in their communities. As members of ALCA, Aging Life Care Professionals...
Have a place for important papers Daily money managers help consumers manage their monthly expenses and handle their bills all the time, says Barbara Boustead, a board member of the American Association of Daily Money Managers. One of the first things Boustead...
Rather than approaching it with a long-simmering grievance (“I’m not responsible for these people”), say this instead: “What can I do to help?” The Financial Therapy Association takes a holistic approach to managing personal finances, including your history,...
CNBC – When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the...
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...
