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

With a client--we were both tickled by our matching outfits.   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…

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Dorothy’s Story

I wanted to share with you the story of Dorothy, a client of mine for almost 4 years. I believe her story brings to life the services we provide and the passion we have for helping seniors with daily life and money matters. Dorothy was 79 years old when I started working with her in March…

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3 Quick Signs An Elderly Loved One Needs a Daily Money Manager

Tis the season when people everywhere will be visiting their aging parents or elderly loved one for the holidays. Before the visit, everything may seem fine and wonderful on the surface because, “they’ve never asked for any help.” It’s rare that seniors will ask for help so it’s up to you to look for signs that…

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“Now…what is it that you do, again?”

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 Money Management began cropping up across the…

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