by | | Members in the News
September 10, 2020 – With years of experience as a daily money manager, Amy Carrick, CDMM, serves the needs of those who are in the most need of help. Amy was recently interviewed by the Weekly Wealth Podcast about the roles that a daily money manager can play and how...
by | | AADMM in the News, Members in the News
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...
by | | Members in the News
AADMM member Paula K. Canaday-Daeke, is the guest speaker this week for the Center for Financial Social work on “Is there such a thing as a COVID-19 Budget?” Nearly half (43%) of Americans consider themselves financially insecure and doubt their...
by | | AADMM in the News, Members in the News
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...
by | | AADMM in the News, Members in the News
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...
by | | Members in the News
Money Manager/Financial Organizer In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York...
