In a recent episode of Untangling Money, AADMM President Sharon Zissman joined host Christina Grove to explain what a Daily Money Manager is, who can benefit from their services, and how they help individuals and families stay on top of the day-to-day...
Help Aging Parents with Finances, without Sharing Passwords Your mother’s former employer’s retirement plan still holds the fund it was assigned on her first day of work, thirty years ago. You see that the money sits in a fund that charges over 1% in expenses...
Learn how a Daily Money Manager helps injury clients organize medical bills, manage everyday finances, and maintain records while they focus on recovery. Click here to see the full video series. ...
See how a Daily Money Manager helps individuals and divorce attorneys organize records, locate documents, build budgets, and manage financial transitions. Click here to see the full video series. ...
Learn how Daily Money Managers help wealth advisors by keeping clients organized, prepared for meetings, and moving forward between planning sessions. Click here to see the full video series. ...
