Help Aging Parents with Finances, without Sharing Passwords Your mother’s former employer’s retirement plan still holds the fund it was assigned on her first day of work, thirty years ago. You see that the money sits in a fund that charges over 1% in expenses...
Learn how Daily Money Managers support elder law attorneys and families with organized records, accurate information, and ongoing financial oversight. Click here to see the full video series. ...
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....
More Than Just Earning a Living My second career as a Daily Money Manager has been truly meaningful In Spring of 2026, as I started my third year as a Daily Money Manager (DMM), “Bob,” an 84-year-old client, passed away unexpectedly. I started working with Bob at the...
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...
