Member Resources

Helpful Links

Here are links to other organizations that can help you or your clients.

DISCLAIMER: These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by the American Association of Daily Money Managers of any of the products, services or opinions of the corporation or organization or individual. The American Association of Daily Money Managers bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links.

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Business Acumen

American Institute of Certified Public Accountants – AICPA

Certified Public Accountant (CPA®), resources and training for accounting skills.

Association for Financial Counseling & Planning Education – AFCPE

Resources to ensure the highest level of knowledge, skill, and integrity of the personal finance profession by certifying accredited financial counselors (AFC®), connecting, and supporting diverse and capable professionals who serve communities worldwide.

Association of Trust Organizations – ATO

To provide a forum for leaders, owners and operators of trust organizations to network and grow as an industry.

Financial Planning Association – FPA

Resources and training to support, learning, advocacy, and networking for financial planning.

Financial Therapy Association – FTA

Resources for therapeutic and financial competencies that help people think, feel, communicate, and behave differently with money.

National Academy of Elder Law Attorneys – NAELA

NAELA is a non-profit association that assists lawyers, bar organizations, and others. NAELA’s mission is to educate, inspire, serve, and provide community to attorneys with practices in elder and special needs law.

National Association of Estate Planners & Councils – NATPC

The National Association of Estate Planners & Councils (NAEPC) will be the association of choice for professionals engaged in the practice of estate planning.

National Association of Personal Financial Advisors – NAPFA

Fee only advisors to high net worth individuals and families.

National Association of Productivity & Organizing Professionals – NAPO

Dedicated to helping people and organizations bring order and efficiency to their lives.

National Association of Tax Professionals – NATP

The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals.

National Guardianship Association – NGA

Advances excellence in guardianship and believes that those appointed to the care of guardians, conservators, and fiduciaries deserve quality services.

Industry Specific Knowledge

Aging Life Care Association – ALCA

Mission promoting and leading the community of Aging Life Care Professionals® through our unique knowledge base, continuing education, professional development, and the highest ethical practices.

AADMM Partners and Affiliates

AADMM Partners and Affliates provide services that AADMM members may find useful to their clients or for their business.

American Association of Retired Persons – AARP

AARP is a nonprofit membership organization dedicated to addressing the needs and interests of persons 50 and older. Through information and education, advocacy, and service, they seek to enhance the quality of life for all by promoting independence, dignity, and purpose.

Gerontological Society of America – GSA

Promotes the study of aging and disseminate information to scientists, decision makers, and the general public.

Institute for Challenging Disorganization – ICD

Provides education, research, and strategies to benefit people affected by chronic disorganization and the professionals who work with them.


Federal health insurance program for:
• people who are 65 or older,
• certain younger people with disabilities and
• people with End-Stage Renal Disease.

National Alliance on Mental Illness – NAMI

Provides advocacy, education, support, and public awareness so that all individuals and families affected by mental illness can build better lives.

National Association of Social Workers – NASW

Enhances the professional growth and development of its members, creates and maintains professional standards for social workers, and advances social policies.

National Association of Specialty & Senior Move Managers – NASMM

Resources and approaches to save money, reduce stress, and produce quality results.

National Council on Aging – NCOA

National voice for every person’s right to age well, focused on older adults.

Society of Certified Senior Advisors – SCSA

Educates and certifies senior advisors (CSA®), professionals who work with seniors. 

Tools For Success


Project management for tracking tasks and for collaboration. HomePay

Payroll solution: Find trusted caregivers for your every need. Let our HomePay experts handle your household tax and payroll needs.


Time tracking system.

Direct Marketing Association’s DMAchoice™ Program

An online tool developed to help consumer manage their mail. This site is part of a larger program designed to respond to consumers’ concerns over the amount of mail they receive. You can request to start or stop receiving mail from an entire category or opt out from all.


Insurance for E&O as well as Fiduciary.


Resources that allows the organization of an individual’s critical life information in a single, online location for ease of access in case of emergencies.

Eldercare Locator

A nationwide service that connects older Americans and their caregivers with trustworthy local support resources.

GTM Payroll

Payroll solution: GTM Payroll Services has specialized in easy-to-use payroll solutions for businesses and families across the country.

Gusto Payroll

Payroll solution: Gusto puts the tools you need to hire, pay, insure, and support your small business in one platform.

Intuit – Quickbooks

Accounting software for record keeping, invoicing and synching with banks. Primarily for small businesses.


Manages budgets and daily tasks through an interface that can link to bank accounts and create projections.


Passive tracking of milage for tax reporting purposes.

 National Center on Elder Abuse 

Serves as a national resource center dedicated to the prevention of elder mistreatment. 

National Notary Association

Provides your employees with the training, supplies, and insurance products Notaries Public need in all 50 states.


Accounting software for record keeping, invoicing and synching with banks. Primarily for individuals.


Workspace to manage your practice: clients, jobs, documents, teams.


Provides ability to access client devices with or without client intervention.


Prepaid debit card solution to customize and control excessive and inappropriate spending.

You Need a Budget – YNAB

The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

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