DMM Archives

A Financial Fresh Start: Financial Organization and Security

Post category:Uncategorized
Post last modified:January 20, 2026

January is a great time to refresh your financial health. However, organizing your paperwork without protecting your digital life is like locking your front door while leaving windows wide open. This blog is a step-by-step guide to creating financial organization and security systems that protect you and your sensitive information. Recent data shows adults 60 and older lost $2.4 billion to financial scams, with email as the contact method in nearly a quarter of fraud reports. This month, during…

Talking to Aging Parents About Money: 5 Essential Conversations

Post category:Personal Finance
Post last modified:November 12, 2025

Talking to your aging parents about money often feels unnatural, intrusive, and awkward. However, if you notice that your parents are struggling to remember passwords, pay their bills on time, or keep their important documents organized, then starting a conversation about money is necessary. Checking in with your parents about their finances doesn't have to feel awkward or confrontational. You can support their needs while gaining peace of mind. We'll explore five conversations that make talking to aging parents…

Caregiver Documents: 7 Essentials to Organize Right Now

Post category:Seniors & Caregiving
Post last modified:September 9, 2025

As caregivers everywhere face the challenge of managing essential documents for their loved ones, many can relate to this common scenario: rushing a parent to the ER in the middle of the night, frantically searching for current medication information while medical staff waits. In those stressful moments, caregivers often realize that all those critical caregiver documents exist somewhere, not when and where they're needed most. Disclosure: This blog may contain affiliate links, which means we may earn a commission…

Simplifi by Quicken: A DMM’s Review (Plus Free Template)

Post category:Personal Finance
Post last modified:January 13, 2026

Why Trust This Simplifi by Quicken Review? As a member of the American Association of Daily Money Managers (AADMM), I assist clients in managing their day-to-day finances effectively. From managing bills and tracking expenses to organizing financial paperwork, I've seen firsthand how the right tools can transform daily money management from overwhelming to effortless. Simplifi by Quicken is one of my favorite tools for organizing and managing my clients' day-to-day finances. GET YOUR FREE EXPENSE TRACKING TEMPLATE: Start organizing…

Daily Money Manager: Your Path to Financial Well-being

Post category:Personal Finance
Post last modified:February 5, 2026

It's no secret that humans have more on their plates than ever before. We are busier than any other generation, and our finances are more complex than ever. This leaves many feeling like managing their finances is too daunting and time-consuming. So, what is the solution to this problem of being overwhelmed by managing personal finances? Keep reading to learn about Daily Money Managers and how their services can reduce stress and increase your financial well-being. Disclosure: This blog…