Learn how a Daily Money Manager helps aging adults and families manage bills, records, and financial paperwork while reducing stress for loved ones. Click here to see the full video series....
AADMM was recently featured on Morningstar.com, in an article titled “‘It saved my relationship with my mom.’ These money managers may help if you’re feeling overwhelmed helping your parents pay their bills.” The article discusses...
Imagine the relief of knowing your family’s important information is organized, securely stored and accessible whenever it’s needed. That’s the promise of digital vaults — platforms that provide safe, centralized hubs for keeping sensitive documents and information....
Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention,...
As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. Articles about the need for work-life balance proliferate. But I find there is one area where many high-net-worth individuals...
