Feb 16, 2021
On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can...
Dec 22, 2020
Barbara’s book is about navigating and embracing the challenges that women, especially Black women, often experience in midlife. From 50 to Fabulous encourages women to take time to reflect, reconnect, and redirect their energies into creating a life full of joy and...
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...
Sep 16, 2020
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...
Aug 29, 2020
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...
Jul 7, 2020
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...
