Money Basics

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".

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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!

Read More

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/

Read More

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!

Read More