Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor

Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? There is a growing need for people who can act as their agents for financial matters.

Recent Money Matters Blog Posts:

Financial Paperwork Got You Down?

Financial Paperwork Got You Down?

If you or someone you know is looking for assistance with their financial paperwork, please check out the AADMM website to find a DMM in your area or one that works remotely.

Be Aware of Coronavirus Scams

Be Aware of Coronavirus Scams

Scammers never stop. They can take any situation and devise ways to trick people out of their money and steal their identities. Be aware of scams and know how to respond.

Are you prepared for an emergency?

Are you prepared for an emergency?

It is important to have your financial, medical, and other vital, personal information in one place, ready to go in case of an emergency.

7 Resources to Prevent Elder Financial Abuse

7 Resources to Prevent Elder Financial Abuse

Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims.

Sign up for notifications when we publish a new blog post!

10 + 12 =