Daily Money Managers were mentioned as an example of a promising career in the Sunday business section of the New York Times. After working for others, some Americans find opportunities in working for themselves — while catering to people growing older. For...
Much like the summer weather, our profession is heating up. And while many of us are looking forward to cooling temperatures this fall, I don’t expect demand for daily money management services to cool off anytime soon. So find some shade, pour a glass of lemonade,...
Money Manager/Financial Organizer In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York...