Navigating the Money Maze for Older Adults and Their Families

  On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can...
AADMM Background Checks:  Why and How

AADMM Background Checks: Why and How

Former President George H. W. Bush famously once said, “I do not like broccoli. And I haven’t liked it since I was a little kid and my mother made me eat it. And I’m President of the United States and I’m not going to eat any more broccoli!”.  As adults, we can choose...
Daily Money Manager careers mentioned in New York Times

Daily Money Manager careers mentioned in New York Times

  Daily Money Managers were mentioned as an example of a promising career in the Sunday business section of the New York Times. After working for others, some Americans find opportunities in working for themselves — while catering to people growing older. For...
How to find the right kind of financial coach for you

How to find the right kind of financial coach for you

Boston Globe, August 26, 2020 – Paula Canaday-Daeke, the owner of Fiscally Balanced in Atlanta highlights the services performed by daily money managers and how to find a daily money manager near you on AADMM’s website. Author Susan Moeller explains, “A...
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