Offering a personalized approach to organize your financial matters at home, in your business and throughout your life.
Organize Finances
Organize Digital and Paper Files
Organize Office Space
Manage Projects
Busy Professionals
High Net Worth Individuals/Families
Life Transitions Such as Marriage, Divorce, Loss, etc.
Seniors
Small Business Owners
Service Coordination with Professionals:
Accountants
Attorneys
Financial Planners
April 11, 2025
Provided By AADMM:
When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through feelings of embarrassment, shame, and feeling violated and victimized.
For ourselves and our loved ones of all generations, education and vigilance are vital in defending against and reducing cyber-risk while maintaining mental health. Daily money managers can help you protect and defend your sanity and wallet with ongoing cybersecurity insights and tips.
March 17, 2025
Provided By AADMM:
Cybercrime is expected to cost over $10 Trillion in 2025. Last year, approximately 2.7 billion records were hacked in the National Public Data (NPD) breach, exposing data, including social security numbers. That breach included almost everyone in the U.S. and Canada. You may not be online, but your data is out there.
The risk is identity theft. Once data is breached, it’s sold to nefarious actors on the dark web. If enough information about one person can be put together, it becomes a fairly trivial task to open bank accounts, loans and credit cards in your name. Bad actors might use your cable provider or steal electricity. The possibilities are endless, but there are protections you can put in place.
Here are the steps you can take to improve your online safety:
February 10, 2025
Provided By AADMM:
I know what you’re thinking: the month of February is bad enough with its bleak weather. Winter doldrums shift into high gear. Many of us have been stuck inside due to successive winter storms or frigid temperatures, our patience running low with family members and colleagues. So who really wants to work on organizing paperwork for their annual tax filing?
I do! Having the right paperwork at your fingertips for reporting on your annual tax return is one bright spot in an otherwise dismal task. Whether you outsource your tax filing or do it yourself, having a system for tracking, gathering and categorizing necessary documents (ideally throughout the year) will save you time and money. Also the ability to reliably find important documents when you need them is a game changer.
The tips shared below to create a system for this annual job will make it so easy that you’ll soon be saying “I do” too!
January 13, 2025
Provided By AADMM:
Imagine the relief of knowing your family’s important information is organized, securely stored and accessible whenever it’s needed.
That’s the promise of digital vaults — platforms that provide safe, centralized hubs for keeping sensitive documents and information. Accessible from any device, digital vaults use advanced encryption and user-defined access controls to ensure users’ data stays protected while being available to those who need it.
December 13, 2024
Provided By AADMM:
Creating a budget is a fundamental step toward achieving financial stability and reaching your financial goals. However, the process can sometimes feel overwhelming or restrictive. The key to a successful budget is not just about numbers; it’s about understanding your “why” – the reason behind your financial goals. Here’s a guide to help you build a budget while keeping your “why” in mind.