Daily Money Management

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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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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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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