How to Manage Your Money with a Daily Money Manager

A Daily Money Manager (DMM) is a person that helps you keep your day-to-day finances in order. Often they are in charge of doing things like bill payments, paperwork, and tax documents. DMM’s are frequently hired by elderly clients to manage their financial accounts, they can even be given power of attorney. Other times people
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How to Create a Personal Budget

We all like to spend money and keeping track of that money is part of maintaining a healthy budget. Budgeting allows you to see how much you are spending versus what you should be spending. Ideally living below your means keeps you in a good position to put the surplus in savings for things like
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Managing Your Finances Doesn’t Have to Be So Scary

It’s so tempting to bury your head in the sand and ignore your finances. Especially if you aren’t financially savvy or you feel like you don’t know what you’re doing when it comes to creating and managing a budget. I’m here to tell you that it does not have to be scary. As a matter
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How to Detect and Prevent Financial Fraud

I recently read a story about an elderly gentleman who was talking with a woman over email. She had told him that she needed money to feed her daughter and herself. By the time the man’s daughter was able to get involved, the man had given over $700,000 to this woman – almost his whole
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Keeping Senior Independence with a Daily Money Manager

Sadly enough, we’ve all heard a story about someone’s elderly parent who was the victim of a financial scam. Whether they were taken for thousands of dollars that they’ll never get back or their credit card was fraudulently charged, the situation is very unfortunate. Because of the frequency of these misfortunes, it can be difficult
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What Are the Best Ways to Pay My Bills?

Paying bills can be a monthly headache, but with technology and other programs, making your monthly payments can be a simple process. You may spend each month going through your mail, writing checks and sending out payments through envelopes. What a time-consuming process that also adds an extra expense as you must buy stamps and
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Tags: auto-pay, bank, daily money manager, My Confidant, on-line, over the phone

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