Money Matters

Daily Money Managers: A helping hand with bill paying and financial matters

Published on:
Mon, 05 Jun 2017
By:
Barbara

At some point in our lives, each of us will need some type of assistance from someone else, especially as we get older. Individuals who are struggling with failing eyesight, physical challenges or cognitive issues should definitely have assistance with their finances.

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Back to Basics: What is Daily Money Management?

Published on:
Mon, 16 Jan 2017
By:
Barbara

I help seniors and veterans with bill paying, opening and sorting mail, reviewing financial statements and organizing important medical and financial paperwork. I consult with financial advisors, CPAs, estate attorneys, and geriatric care managers on behalf of clients who need these professional services.

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5 Tips for Self-Care Over the Holiday Season

Published on:
Thu, 01 Dec 2016
By:
Barbara

It is a very busy time of year and people often talk about feeling “stressed, frazzled and overwhelmed” due to the many demands on their time as well as finances. Caregivers of aging parents are at great risk for experiencing additional stress during the holidays as there are more demands on their time.

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Money Does Matter but People Matter More

Published on:
Tue, 16 Aug 2016
By:
Barbara

A few years ago at a networking event, I was encouraged to create a tagline for my business. Being a concrete thinker, I came up with "a Daily Money Manager for seniors and veterans" and "Helping older adults and veterans with their money".

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Money Matters: Money Smart Week 2017

Published on:
Tue, 18 Apr 2017
By:
Barbara

In my work as a daily money manager, I have met many older adults who do not have an understanding of basic financial information. Sometimes it is because one spouse handled the finances and when they passed away, it left the surviving spouse ill equipped to mange the financial affairs.

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Here are 5 Frequently Asked Questions (FAQ) about Mary's Daughter and Daily Money Management

Published on:
Mon, 13 Jun 2016
By:
Barbara

In celebration of the 5th year anniversary of Mary's Daughter on August 1st, I'd like to share 5 questions that people have most often asked me. I hope this provides some answers for those of you who are unfamiliar with Daily Money Management services and helps to clarify how I work with clients.

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Who is on your Financial Team?

Published on:
Tue, 08 Mar 2016
By:
Barbara

Do you have a team of experts who assist you with your finances? Maybe you prefer to wait until the need arises, for example if you want to get a mortgage or purchase a car. Although that method can work well for many people, there may be times when an emergency arises, and a person is left to scramble to find the professional they are seeking.

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5 Tips to Keep Your Paperwork Organized

Published on:
Fri, 05 Feb 2016
By:
Barbara

Do you struggle with managing your numerous receipts, bank statements, medical or legal paperwork and other important documents? If so, you are not alone! Although we have computers, smart phones, scanners and online tools, many people still find themselves bogged down under piles of paper on every available surface, and rarely are able to find what they need when they want.

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5 Tips for Family Caregivers during a Medical Crisis

Published on:
Wed, 13 Jan 2016
By:
Barbara

Remember that being a caregiver for family members or others can deplete one's physical, emotional and mental reserves, so it's important to take care of yourself. Eat healthy meals, maintain an exercise routine (yoga is great for this) and know that you are being a tremendous support for your loved ones during this challenging time.

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November Happenings with Mary's Daughter!

Published on:
Mon, 26 Oct 2015
By:
Barbara

The leaves are changing, the air is cooler and the days are longer. It’s almost that time again…No, not Halloween or Thanksgiving….it’s the 2015 Annual Conference of Daily Money Managers (www.aadmm.com) which is being held in Scottsdale, AZ on November 6-8.

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What happens after I call a Daily Money Manager?

Published on:
Mon, 17 Aug 2015
By:
Barbara

Welcome to the 3rd installment of my series about Daily Money management. Providing services as a Daily Money manager and Founder of Mary’s Daughter LLC is how I honor my mother and her legacy of service to others.

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Who is Your Ideal Client?

Published on:
Mon, 10 Aug 2015
By:
Barbara

elcome to the 2nd of my 3 part series on Daily Money Management. In the first installment, we discussed “What is a Daily Money Manager? This article will explore the type of clients seen by Daily Money managers as well as answer the question “Who is your ideal client”.

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Celebrating the 4th!!

Published on:
Fri, 31 Jul 2015
By:
Barbara

August 1, 2015 marks the 4 year anniversary of Mary’s Daughter LLC. What an exciting journey this has been with lots of interesting twists and turns along the way!

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Should Family Caregivers Also Pay the Bills?

Published on:
Tue, 26 May 2015
By:
Barbara

Many of these family caregivers also have jobs or are raising families of their own. For me, the question is whether these caregivers should also be responsible for managing the financial affairs of their elder parents. I believe the answer is “No”and here are the reasons why.

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Do you provide financial planning?

Published on:
Thu, 14 May 2015
By:
Barbara

Mary’s Daughter is not a financial planning service. We do not advise clients on how to invest or otherwise increase assets. Our role is to manage the finances that are already in place.

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What is a Daily Money Manager?

Published on:
Mon, 03 Aug 2015
By:
Barbara

Mary’s Daughter is not a financial planning service. We do not advise clients on how to invest or otherwise increase assets. Our role is to manage the finances that are already in place.

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Daily Money Managers provide Peace of Mind during "Taxing" times

Published on:
Sat, 04 Apr 2015
By:
Barbara

My colleague and fellow Daily Money Manager, Judy Fowler has a wonderful tagline, “Peace of mind for your money matters”. This is especially true for clients during tax season! One of the busiest times for Daily Money Managers is between January 31st and April 15th. This is the time that we collect and organize our clients’ tax documents to give to their tax professional for filing.

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A Birthday Tribute to Our Mom - We Love You and Miss You.....

Published on:
Wed, 17 Dec 2014
By:
Barbara

ecember 16th is my mom's birthday. My sister, Bunny Craig sent a picture of the beautiful Christmas floral arrangement which she purchased and hung above my mother's headstone today. I feel so Blessed and full of Gratitude that she did this, and it is just one of the many, many acts of kindness and compassion my sister has demonstrated over the years she took care of my mom.

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Giving Thanks and Gratitude....

Published on:
Thu, 27 Nov 2014
By:
Barbara

To my Family, Friends, Colleagues, and so many others who have supported Mary's Daughter LLC over the past 3 years! I am full of Gratitude for your encouragement, good wishes, wisdom and advice.

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The Learning Never Stops!

Published on:
Sat, 15 Nov 2014
By:
Barbara

I am so excited to be in Charleston, SC this weekend for the Annual Conference of the American Association of Daily Money Managers. As a member of the planning committee for the past two years, I have worked closely with other Daily Money Managers to bring knowledgeable and experienced presenters to the conference.

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Why Should I Hire A Daily Money Manager? ( do I really need to pay someone to help me with my money?)

Published on:
Sun, 26 Oct 2014
By:
Barbara

For many people, especially older adults, this is the “Million Dollar question”. They often don’t see the need to have someone “looking at my checkbook” or “snooping through my mail”. After managing their affairs for many decades and living in an era where one maintained a high level of privacy about such matters, the idea of having an outsider help with personal money management is truly unthinkable!

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The Top 3 Reasons I Like Financial Organization

Published on:
Thu, 09 Oct 2014
By:
Barbara

inancial organization is a priority in my life and I thoroughly enjoy the process of sorting through and updating my important documents. However, I do understand that organizing one’s paperwork is the absolute “worst way to spend the day” for many, which is how I feel about cleaning out my basement.

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Who Would You Choose to be Your Money Hero?

Published on:
Mon, 29 Sep 2014
By:
Barbara

Yesterday, while out shopping at my local Walgreens, I met an acquaintance who asked me about a workshop I had done recently, which led into a discussion about money, one of my favorite topics!She asked me if I’d heard about a woman she saw on television who talked about money and financial issues. I replied "Suze Orman!” http://www.suzeorman.com/

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So what is a Daily Money Manager?

Published on:
Wed, 10 Sep 2014
By:
Barbara

My passion for money has led me to a wonderful career as a Daily Money Manager (DMM) for older adults and veterans! I have the privilege of helping my clients pay their bills on time, reconcile their bank statements and other financial accounts, while being ever vigilant about scams, identity theft and other schemes that are lurking everywhere!

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