More Than Just Earning a Living

More Than Just Earning a Living

More Than Just Earning a Living My second career as a Daily Money Manager has been truly meaningful In Spring of 2026, as I started my third year as a Daily Money Manager (DMM), “Bob,” an 84-year-old client, passed away unexpectedly. I started working with Bob at the...
AADMM Featured in Morningstar News

AADMM Featured in Morningstar News

  AADMM was recently featured on Morningstar.com, in an article titled “‘It saved my relationship with my mom.’ These money managers may help if you’re feeling overwhelmed helping your parents pay their bills.” The article discusses...
A Smarter Way to Think About Organizing Family Information

A Smarter Way to Think About Organizing Family Information

When you and your spouse are capable, organized, and successful at work, it can be surprisingly frustrating to struggle at home with organizing family documents. The issue isn’t intelligence or discipline. It’s the absence of structure. What makes it...
Holiday Budgeting Conversations with Older Loved Ones

Holiday Budgeting Conversations with Older Loved Ones

Note: This guest blog was written by Lina Supnet-Zapata, MBA, CMC, TxCG, an Aging Life Care Manager and CEO of Mir Senior Care Management, Inc. & Care Consultants in Austin, Texas. Lina is an Advanced Professional member of the Aging Life Care Association® (ALCA)...
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