Mar 24, 2022
It’s tax time and we all know how daunting it is to put together the package of documents for your accountant or other tax preparer. The document that seems to scare us the most is the tax organizer, the document your accountant sends you to help you collect your tax...
Jul 23, 2020
A Dream Team assembled In 1992, Olympic Team USA assembled a men’s basketball team that dominated the Olympics in their sport. Part of the reason was that each player brought a unique expertise and skill to the team. Michael Jordon played the guard position and was an...
Jul 7, 2020
AADMM member Paula K. Canaday-Daeke, is the guest speaker this week for the Center for Financial Social work on “Is there such a thing as a COVID-19 Budget?” Nearly half (43%) of Americans consider themselves financially insecure and doubt their...
Jul 2, 2016
A daily money manager might fit the bill AARP – Imagine having someone who makes sure your bills are paid on time, organizes your tax documents and hands them off to your accountant, and even follows up with your insurance company because you were supposed to be...
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