Daily Money Management—It May Be More Beneficial Than You Realize

Friends and associates often ask us “what exactly is a daily money manager” and we’re always happy to explain that it’s a service that we offer to children of aging parents, family trusts, busy executives and entrepreneurs, as well as accountants or attorneys who are too busy or simply unable to handle their day-to-day finances.

Diana Louiso is a recognized member of the American Association of Daily Money Managers (AADMM) as well as a Certified Senior Advisor. AADMM is a membership organization of individuals who provide daily money management services to their clients using the high standards as promoted by the AADMM.

old man at sunsetTo truly understand the benefits of the service for aging adults and their families, we encourage you to read the heartbreaking story of one man, named Bob, in his late 80s, living in an independent senior living facility, as published on the AADMM website. It’s an eye-opener.

Here’s the article.

If after reading this, you have questions, please call our office at (513) 322-1036 and feel free to share with someone you know that may benefit from reading the article.