Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention,...
This is the time of year when we dream about sailing through the Caribbean or island hopping on a cruise ship. So, what’s stopping us? The tax filing deadline for one. Now that last year is over we are faced with the overwhelming task of gathering information needed...
“Hello Heather, this is Dave Stieglitz with Oasis. I have an unusual case and was wondering if you could call me back.” The Two Professionals Heather Jackson is a Certified Daily Money Manager® (DMM) with Jackson Personal Financial Services and Dave Stieglitz is a...
Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help. The Scenario An elder law attorney referred us to her client, a man with a...
Dad ended up in the hospital and Mom is overwhelmed, scared, and nervous about the health of her lifelong partner. A sudden visit to the Emergency Room is often the beginning of a new engagement for an Aging Life Care Professional or a daily money manager. Such...
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process....
