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
July 9, 2025
Provided By AADMM:
Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain of unfamiliar tasks: unpaid bills, benefit forms, changing account titles, and making sense of money that may have been managed by someone else for years.
During this fragile time, practical help from someone both knowledgeable and compassionate can make all the difference. That’s where a Daily Money Manager can step in, offering gentle structure, clear guidance, and breathing room to grieve without chaos.
June 16, 2025
Provided By AADMM:
Sharing financial information online has become a necessity, whether for managing your bills, filing taxes, or coordinating with kids at college. However, with the convenience of digital financial management comes the responsibility to ensure that this sensitive information is protected from unauthorized access and cyber threats. It is important to understand the risks and ensure that the essential safeguards are in place, as even a minor lapse in security can lead to significant financial loss and identity theft. Using the right tools, such as encrypted sharing platforms, can make the process easy and help you confidently communicate sensitive data while maintaining efficiency.
Here’s a guide to understanding why you might need to share financial data, the factors to consider, and practical solutions to simplify the financial data sharing process.
May 15, 2025
Provided By AADMM:
If you have a cell phone – be aware.
Is it a good idea for people with progressive dementia to have a cell phone?
You need to be alert to the risk of what could go wrong with this valuable piece of technology that can be used for keeping seniors connected to their loved ones.
Many cell phones today are used as part of a security measure called 2 factor authentication (2FA). A common example is accessing online banking or making an online purchase. One method to confirm your identity is to provide a code that is sent via text message to the mobile number that is on file. In theory this sounds good, but here’s where it can go wrong.
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: