Bellefonte, PA – The American Association of Daily Money Managers (AADMM) has announced the members of its 2022 board of directors. They are: President: Alison Salisbury, CDMM®, Fiscally Fit, Inc., Los Altos, CA Vice President: Robyn Young, CDMM®, Money Care, LLC,...
CNBC – When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the...
