Archives for Money Basics

Money Matters: Money Smart Week 2017

Money Smart Week was created in 2002 by the Federal Reserve Board of Chicago. It is a public awareness campaign to help consumers better manage their personal finances. Below is a short video about Money Smart Week 2017.   I have been involved with the Money Smart Week campaign for the past 4 years and believe it is important for all of us to be knowledgeable about our finances!    In my work as a daily money manager, I
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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
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What is a Daily Money Manager?

(This is the first in a 3 part series about Daily Money management) “What is a Daily Money manager?” This is one of the very first questions people ask when I tell them what I do. Unlike financial planners, accountants and bookkeepers, who most people know at least something about, many people have never heard about Daily money managers or DMMs. When I started my business in 2011, I wanted to assist older adults and
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Do you provide financial planning?

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. We often partner with a client’s financial planner, accountant or other service provider; however we are dedicated to making sure the day-to-day management of money is handled well. Return to FAQ Page
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Daily Money Managers provide Peace of Mind during “Taxing” times

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. The clients who complete their own tax paperwork sometimes require
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Giving Thanks and Gratitude….

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. I could not have done this without you! Have a very Blessed and Safe Thanksgiving Holiday weekend! Remember to shop locally on Small Business Saturday! Here is a link from Dane Buy Local  http://www.danebuylocal.com/shift-your-shopping-think-local-first
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