DMM Archives

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

Post category:Personal Finance
Post last modified:October 21, 2024

Why Trust This Simplifi by Quicken Review? As a member of the American Association of Daily Money Managers (AADMM), I help clients stay on top of their day-to-day finances. 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…

Daily Money Manager: Your Path to Financial Well-being

Post category:Personal Finance
Post last modified:July 9, 2024

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. 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. Benefits of Hiring a Personal…

Understanding Online Banking: A Guide for Seniors Looking to Simplify

Post category:Technology
Post last modified:November 14, 2023

In an age where the internet has seamlessly integrated into our lives, we now enjoy the simplicity and efficiency of online banking. No longer do we need to navigate long lines at the bank, as financial transactions can be completed with just a few clicks or taps on your device. This digital shift, though seemingly overwhelming for some, especially seniors new to the digital sphere, offers remarkable benefits. Today, we delve into understanding online banking for seniors, presenting a…

Enjoying The Golden Years at Home: A Guide to Independence

Post category:Seniors & Caregiving
Post last modified:March 13, 2024

Celebrating homeownership month is not just about owning a property but appreciating the freedom and comfort it offers, particularly as you age. This celebration serves as a timely reminder that with the proper support, you can indeed age in place, ensuring that the place you call home continues to be a haven of comfort, independence, and cherished memories. Because home is not just a place, it's a feeling of belonging, love, and, most importantly, independence.

5 Ways to Protect Older Adults from Fraud

Post category:Seniors & Caregiving
Post last modified:August 22, 2024

Older adults are often targeted by scammers and fraudsters, who prey on their vulnerability and trust. These scams can have devastating financial and emotional consequences and rob them of their hard-earned savings. As such, it is vital to take steps to protect older adults from becoming victims of fraud. In this article, we will outline some consumer protection steps for you to take to help protect older adults from being victimized. Step 1: Educate older adults about common scams…