Help Aging Parents with Their Finances

Learn how a Daily Money Manager helps aging adults and families manage bills, records, and financial paperwork while reducing stress for loved ones. Click here to see the full video series....
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...
Six Tips for Managing Your Parents’ Finances

Six Tips for Managing Your Parents’ Finances

Are you seeing signs that your parents are struggling with financial tasks? If so, it may be time to step in to help. Managing your parents’ finances can come with as much stress as caring for their health. The strain of running two financial lives – yours and theirs...
Helping Mr. Dell: Protecting Our Loved Ones From Scams

Helping Mr. Dell: Protecting Our Loved Ones From Scams

Every year, thousands of older adults fall victim to scams. According to a 2023 report by the AARP, almost $30 billion is stolen annually from Americans over age 60, including by scammers and “trusted” family or caregivers. Despite widespread awareness of this issue,...
4 Seniors: How to help an elderly parent with their finances

4 Seniors: How to help an elderly parent with their finances

  OKLAHOMA CITY (KFOR) – Many adult children serve as financial helpers to their elderly or ill parents. They provide services like paying bills, handling deposits and investments, filing insurance claims, preparing taxes and more. If you believe your parent...
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