Category Archives for Daily Money Manager

Senior Partners: Adding an extra layer of protection

Recently the AJC ran a special series: “Unprotected: Broken promises in Georgia’s senior care industry.“ Like many of you, we were appalled at what their yearlong digging into our senior care industry revealed about the gaps in care and vulnerabilities that our older adults face. We were appalled but not really shocked. The care that […]

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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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