Articles

Daily Money Management: What CPAs should know about a growing field in personal financial services, Journal of Accountancy, March 1, 2012 Daily Money Management Programs for Seniors, Nolo.com, Kathleen Michon, J.D. Daily Money Manager: The Most Important Job You’ve Never Heard Of, Joel Zaslofsky, August 25, 2015 When your aging parents need a daily money manager, Reuters, July 7, 2014 Is it Time to Hire a Daily Money Manager?, Erica Sandberg, May 22, 2012 How to Choose a Daily Money Manager for Your Finances, Money Crashers, Claire Moore A Little Help With the Bills, The Wall Street Journal, July 27, 2012 FINRA Rolling Out Rules To Prevent Elder Financial Abuse, WealthManagement.com, Megan Leonhardt, October 13, 2015 The Difficult, Delicate Untangling of Our Parents’ Financial Lives, The Wall Street Journal, William Power, March 27, 2016 Creating a Resilient Response to Loss: The Special Challenge of Dementia, Daughterhood.org, Anne Tumlinson, July 6, 2016 Questions to Ask When Interviewing Financial Professionals, CSA.us, August 30, 2016