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...
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...
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...
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...
Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims. But what...
