How to Select the Best Daily Money Manager to Help You One of the challenges many people face is staying on top of their financial paperwork. Over the past several months, I have received an increasing number of calls and emails from individuals requesting assistance...
September 10, 2020 – With years of experience as a daily money manager, Amy Carrick, CDMM, serves the needs of those who are in the most need of help. Amy was recently interviewed by the Weekly Wealth Podcast about the roles that a daily money manager can play and how...
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help. As a daily money manager, I have frequent conversations with older clients about...
AADMM and ALCA members may have clients in common that benefit from both services. Aging Life Care Professionals have extensive knowledge about the costs, quality, and availability of resources in their communities. As members of ALCA, Aging Life Care Professionals...
When we first moved here, my husband and I attended a neighborhood picnic in our newly adopted community here in southern Oregon. While getting to know our neighbors in this semi-rural valley outside of town was great fun, the real highlight – and indeed a truly...
