Daily Money Management

Provides oversight of  daily financial matters. These may include insurance claims handling, document organization, bill paying, keeping careful watch for erroneous fees, DMM charges or over billing, corresponding with creditors, negotiating for better payment arrangements on debts, budgeting, account reconciliations, handling tasks associated with identity theft and more.

Many older adults need  Daily Money Management (DMM) due to aspects of the aging process, such as: limited vision, arthritis, dementia, or a simple loss of ability to follow through on tasks. Others are so active that travel and social activities make it difficult to keep up with paperwork.

An adult child who provides care for a parent may seek the assistance of a DMM, if he or she doesn’t have the time or ability to maintain their parents’ daily finances.

It is also becomingColor AADMM_logo_HR_CGT_294 more and more common for a busy professional, such as an accountant, tax preparer, small business owner or an attorney to hire a Daily Money Manager.

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