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Everyday, as a Senior “Inbox” Manager, I learn something new and awhile back it was the word “escheat.” The World English Dictionary defines escheat as, “the reversion of property to the Crown in the absence of legal heirs.” Today it means the reverting of property to the state or some state agency usually because […]
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Now, I’ll admit, even as a Daily Money Manager, going through paperwork isn’t the most fun aspect of my job—but it can be one of the most crucial. A few years ago, I took on a client who had no family to help her with her daily life and money matters. During one of my […]
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That’s the question I get all the time after I tell someone that I’m a Daily Money Manager! “Daily Money…what?” “You’re a Day Trader?!” No! “Oh, you manage people’s money!” Nope! It’s understandable why people are confused: mostly no one has ever heard of Daily Money Management or knows that the service even exists. Daily […]
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Well, hello there! It is with great pleasure that I introduce to you our new website and blog. For those of you who might be a little confused right now, The Money Moxie is now Senior Partners! Why the name change? Well, as with many business decisions, it wasn’t done lightly and it was […]
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