In an era of increasing financial complexity, managing personal finances can become overwhelming for many individuals. Enter the daily money manager (DMM), a professional service that offers invaluable assistance in organizing and overseeing day-to-day financial matters. A DMM is a professional who handles your personal or small business daily finances and works as a member of your financial ‘team.’ We generally do not take the place of financial planners, tax accountants or CPA’s; we compliment and work with your already established team.

The holidays are a time when far-flung relatives get a chance to reconnect, especially after the disruptions that the COVID-19 pandemic created during the past two years. Family members visiting elderly relatives can use the occasion to keep an eye out to make sure that parents, grandparents and other family members are not being financially abused.

Women’s Institute for a Secure Retirement: Many people start to experience limitations later in life, so it is important to have a plan for who will manage your money when you are no longer able to.