Archives for Daily Money Management

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

“When should I contact a daily money manager to help pay overdue bills or organize financial paperwork?” is a question I’ve been asked by potential clients and family members as well as other professionals.   My answer is whenever the individual and/or their family feel they want assistance in handling the finances for either themselves or a loved one.   If there are questions and/or concerns, they can request a free  60 minute consultation where we can discuss whether daily money management services would
Read More

Back to Basics: What is Daily Money Management?

It seems like yesterday that I started Mary’s Daughter, but it has actually been over 5 years! What an amazing journey it has been!  Some people are unclear what I do as a daily money manager. so I thought it was time to “get back to basics” and explain how I serve the seniors and veterans who are my clients.     I help seniors and veterans with bill paying, opening and sorting mail, reviewing financial statements and organizing important medical and financial
Read More

Money Does Matter but People Matter More

  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”.  There were a few others that I can’t even remember, which is probably a good thing!   However, there was one I really liked which was created by my fellow DMM colleague and friend, Judy Fowler. Her tagline is
Read More

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

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. So let’s get started… What exactly is a Daily Money manager and what do you do? Daily money managers (DMMs) are professionals who provide
Read More

Who is on your Financial Team?

   Who are the professionals that make up your Financial Team? 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. I believe it is
Read More

5 Tips to Keep Your Paperwork Organized

    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. I know individuals who have their paperwork in neat piles in a closet
Read More