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 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...
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...
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...
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...
Declining financial abilities may not only result in a few unpaid bills but also leave you vulnerable to financial abuse and drain your nest egg. Kiplinger –Consider hiring a daily money manager to help pay the bills, deal with creditors and organize tax documents,...
