Recent Money Matters Blog Posts:
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.
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.
5 Strategies for Juggling Life, Work & Caregiving
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job.
Why and How to Build a Financial Dream Team
When it comes to your finances, a team of professionals can help assure your financial success. You probably already have an initial set of people to help you.
Is it Time for the Daily Finances Talk with Your Aging Parents?
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help.
Financially Comfortable? How to save time on daily money management
Life priorities change and spending more time with family becomes the new focus. Financially comfortable families can choose to hire professionals to take over areas that become a lower priority.
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?
It is important to have your financial, medical, and other vital, personal information in one place, ready to go in case of an emergency.
COVID and Cash: Paying Bills In Uncertain Times
Developing a plan for paying bills means examining and prioritizing all expenses and separating wants from needs.
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.