Don’t Let Emotions Drive Bad Financial Decisions

I have always focused on saving money for our clients. Cutting expenses, prioritizing spending, and putting extra money away drive many of my decisions. I have no qualms about spending money when necessary and even for the occasional splurge, but until the bills are paid and some cash has been put away, I don’t even […]

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Why I Focus on Seniors: How I Became Known As “The Senior Whisperer”

  I’m often questioned about why I work exclusively with seniors. Many Daily Money Managers work for busy professionals, small business owners, military personnel, and frequent travelers (and you can read more about the field of Daily Money Management at www.AADMM.com). The work they do is invaluable, but it is not what interested me. In […]

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Who Takes Care of Mom?

Ahh…brothers and sisters… Your siblings were probably your first friends and playmates. You played tricks on each other–and goodness knows what else! You shared secrets…and most likely…fights. Whether you are close to them, indifferent, or not in touch with them at all as adults, you may still have one major shared responsibility: the care of […]

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The Woes of Helping Aging Parents

I stumbled upon an awesome article that I wanted to share with you. William Power from The Wall Street Journal wrote an article entitled, “The Difficult, Delicate Untangling of Our Parents’ Financial Lives” that outlines the difficulty in trying to step in and help help aging parents with their daily life and money matters. I […]

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