Who Does A Daily Money Manager Serve?

Who Does A Daily Money Manager Serve?

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...
AADMM featured in AARP Magazine

AADMM featured in AARP Magazine

  It is a timely and increasingly common situation. An article titled ‘Solo Ager’ Needs Help Handling Her Financial Affairs: With no spouse and no children, she’s looking elsewhere for backup in AARP Magazine describes the problem and options...
How Do You Know When Your Parents Need Help with Money?

How Do You Know When Your Parents Need Help with Money?

Barbara’s mother called her in a panic. The power had been shut off.  Barbara contacted the electric company and learned that her elderly mother had not paid her bills in several months. Barbara, who lives in another state, made an emergency trip to sort out her...

4 types of financial helpers: which is best for you?

Whether facing a mountain of debt, a flurry of tax papers or just needing budget advice, there’s someone out there who can lend a helping hand. But with all the different types of financial professionals out there, sometimes it’s hard to figure out just who can help...