May 15, 2025
Risk Alert: Your Cell Phone and Two-factor Authentication (2FA) How cell phones can be used to financially exploit seniors If you have a cell phone – be awareIs it a good idea for people with progressive dementia to have a cell phone? You need to be alert to the...
Oct 27, 2022
When I start working with clients, I, like many daily money managers, always ask about estate documents. I want to look at the whole picture of my client’s financial health, and estate planning is a critical piece. Part of that estate planning is picking the right...
Jun 8, 2021
Maureen A. Wendt is president and CEO of The Dale Association, a non-profit organization that provides senior, mental health, in-home care, caregiver support services and enrichment activities for adults. There are things you can do to help protect yourself from abuse...
Mar 25, 2021
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...
Feb 25, 2021
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. (After all, there were a few things going on in the world…). But it’s never too late to plan. Goal Planning Makes Success More Likely “People who write down...
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