Daily Money Management is a relatively new service offering in the marketplace, but there are many people out there offering the services and I get asked all the time, “What makes your company different?” How do you know which Daily Money Manager to work with? How do you know if they’ll be a good fit […]
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One of the things that makes our company different is that we believe the personal touch is important. Some Daily Money Managers like to sit at home in front of their computers sorting mail and creating reports—in their pajamas. Which is fine for them, but it’s important for us to see what’s going on with […]
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Last week, I posted 6 Lessons For Those Stuck in the “Sandwich” (if you missed it, you can check it out here). There was a nice photo of a smiling, happy, seemingly loving family; but let’s face it, not every family is smiling and happy or loving when faced with dealing with their own family […]
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The Sandwich Generation. I’m sure you’ve heard that term a lot recently. It refers to the millions of Americans who are “sandwiched” between their aging parents but have children or young adults they’re still supporting. Imagine the difficulty trying to manage the day-to-day affairs of aging parents when most adult children find it difficult to […]
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