A Daily Money Manager will help you and work with your financial team

A Daily Money Manager will help you and work with your financial team

Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
Why and How to Build a Financial Dream Team

Why and How to Build a Financial Dream Team

A Dream Team assembled In 1992, Olympic Team USA assembled a men’s basketball team that dominated the Olympics in their sport. Part of the reason was that each player brought a unique expertise and skill to the team. Michael Jordon played the guard position and was an...
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...