How a Daily Money Manager helps with Your Tax Return Preparation

How a Daily Money Manager helps with Your Tax Return Preparation

Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention,...
Building a Successful Relationship with Your DMM Beyond Bill Paying

Building a Successful Relationship with Your DMM Beyond Bill Paying

Daily money managers are much more than bill payers. True, the core of many daily money managers’ work often involves paying bills on time, reconciling accounts, organizing financial paperwork, and gathering tax documents. Yet many daily money managers (DMMs) provide...