Sep 16, 2020
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...
Jun 4, 2020
My parents worked hard during their careers and did quite well with their finances. They lived below their means and put the excess income into investments that did quite well. That gave them more than 20 years of comfortably enjoying the retirement phase of their...
Dec 20, 2019
If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances. Over the years we’ve seen what methods work best and what spells disaster. Make Sure You...
Jan 18, 2019
In terms of spending smarter (and this is where you might end up spending more money), and that is if you need professional help, get professional help. In the case of money, it could be a fee-only financial planner. You pay them for a few hours of their time to...
Aug 3, 2018
Addressing Personal, Legal, and Financial Concerns The American Association of Retired Persons (AARP) projects that by 2030, approximately 16% of women will be between 80 and 84 years old and childless (Donald Redfoot, Lynn Feinberg, and Ari Houser, “The Aging of the...
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