Mary's Daughter LLC

12/17/2021

Greetings~

My office will be closed on 12/20/21 until 1/3/2022 for the holidays.

Effective 1/31/22, I will officially retire as Owner & Daily Money Manager of Mary's Daughter LLC.

Thank you for your support and encouragement during the past 10 years.

Please stay safe~

12/11/2021

Check out the latest Financial Tip from the American Association of Daily Money Managers It's the last one for 2021 but AADMM will continue to publish financial tips each month in 2022.

Remember: December 31st is the deadline for RMDs and charitable contributions.

It's also an excellent time to update your budget for 2022.

Happy Holidays~

With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month.

12/06/2021

Medicare's Open Enrollment ends tomorrow December 7th~

Tuesday, December 7 is the last day for Medicare Open Enrollment. The Medicare Open Enrollment period occurs every year from October 15 through December 7, with coverage changes taking effect January 1.
http://ow.ly/37IS50H4cQ1

12/01/2021

Excited to share the latest Money Matters blog from the American Association Of Daily Money Managers written by my esteemed colleague Peter Gordon, CSA, CDMM. Collaboration is a key component for daily money managers in our work with clients!

Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need.

11/16/2021

Excellent article from Liz Weston, CFP on how to talk money with your parents this holiday~ Great to see daily money manager .com listed as a resource for adult children who prefer not to take over the bill paying for their parents.

Holiday gatherings may present an opportunity to talk to your parents about important money issues, such as estate planning or long-term care. The need to discuss this stuff may feel particularly acute if you don't see your folks often or these are the first holidays you'll be together since the pan...

11/09/2021

As we approach the end of 2021 there are several financial tasks to consider. You can read more about those in AADMM's November Financial Tip.

Happy Thanksgiving 🙂

As 2021 draws to an end, here are several time-sensitive financial tasks to consider in November. Retirement planning, tax implications...

10/29/2021

Excited to post the latest American Association of Daily Money Managers blog co-authored by two esteemed colleagues, Kay Bransford and Colleen Duewel.

They share how daily money managers and Aging Life Care Professionals collaborate to provide exceptional care to the clients and families they serve~

Last year, I was asked about services for a person with dementia in another state. When I called Colleen to inquire, she was very helpful. She went the extra mile by offering to contact the family member directly to explain the services available.



Care Collaboration: How Professional Teamwork Can Serve Your Family During Stressful Times - AADMM

An Aging Life Care Professional and daily money manager team can deliver the expertise to resolve both health and financial questions quickly.

10/12/2021

Do you have an emergency fund? Here are some tips on how to figure out what you need~

Do you need three months' worth? Six months? Nine months?!

10/03/2021

Excited to share the latest AADMM Money Matters blog written by my wonderful colleague, Robyn Young CDMM.

Robyn does a great job describing the services daily money managers provide when they help their clients settle estates~

If you'd like to see more articles like this on a variety of financial topics, please subscribe to the AADMM Money Matters blog https://secure.aadmm.com/subscribe-to-blog/

Daily money managers help to settle estates, collaborating with clients’ attorneys, accountants, and financial planners to attend to the probate process.

09/22/2021

Important information for single people to consider~

Single people need estate plans, and the priorities often are different than for married people.

09/04/2021

Estimated taxes are due September 15th! Check out this month's Financial Tip from AADMM~

The third quarter payment for tax year 2021 is due September 15th. Open enrollment for 2022 Medicare health benefits begins November 1st

08/26/2021

Excited to share the latest AADMM Money Matters blog which explains the difference between a bookkeeper and a daily money manager. This is a question I have heard over the years, so I am really glad to see this excellent article which was authored by fellow DMM Susan St. Angelo. Thank you Susan!

Bookkeepers and daily money managers both keep an eye on day-to-day finances, but daily money managers are different because of who they serve, and different skill sets.