Second Acts To Profit From The Longevity Economy

by | | Members in the News

Money Manager/Financial Organizer In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York...

Don’t Just Spend Less — Spend Smarter

by | | AADMM in the News

In terms of spending smarter (and this is where you might end up spending more money), and that is if you need professional help, get professional help. In the case of money, it could be a fee-only financial planner. You pay them for a few hours of their time to...

Do Investors Need a Daily Money Manager?

by | | AADMM in the News

Sound fiscal stewardship is key for older investors just as the stakes get highest for their nest egg. THE INTERNET AND mutual funds have given investors knowledge and independence previous generations might never have imagined. But many, perhaps most, continue to...

Getting Older Without Family

by | | AADMM in the News

Addressing Personal, Legal, and Financial Concerns The American Association of Retired Persons (AARP) projects that by 2030, approximately 16% of women will be between 80 and 84 years old and childless (Donald Redfoot, Lynn Feinberg, and Ari Houser, “The Aging of the...