When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through...
Every year, thousands of older adults fall victim to scams. According to a 2023 report by the AARP, almost $30 billion is stolen annually from Americans over age 60, including by scammers and “trusted” family or caregivers. Despite widespread awareness of this issue,...
It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
Daily money managers are much more than bill payers. True, the core of many daily money managers’ work often involves paying bills on time, reconciling accounts, organizing financial paperwork, and gathering tax documents. Yet many daily money managers (DMMs) provide...
On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can...
