Oct 27, 2022
When I start working with clients, I, like many daily money managers, always ask about estate documents. I want to look at the whole picture of my client’s financial health, and estate planning is a critical piece. Part of that estate planning is picking the right...
Dec 23, 2021
“Hello Heather, this is Dave Stieglitz with Oasis. I have an unusual case and was wondering if you could call me back.” The Two Professionals Heather Jackson is a Certified Daily Money Manager® (DMM) with Jackson Personal Financial Services and Dave Stieglitz is a...
Nov 16, 2021
In a timely AP News article, the columnist Liz Weston CFP® of personal finance website NerdWallet shared tips on how to talk with your parents about “important money issues, such as estate planning or long-term care” this holiday season. Working with a...
Sep 23, 2021
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process....
Jun 8, 2021
Maureen A. Wendt is president and CEO of The Dale Association, a non-profit organization that provides senior, mental health, in-home care, caregiver support services and enrichment activities for adults. There are things you can do to help protect yourself from abuse...
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