January: Off to a Great Start

by | | Financial Tip of the Month

Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...

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...

Should I hire a money manager?

by | | AADMM in the News

Hiring a professional money manager to take care of someone else’s finances can relieve the caregiver of that added responsibility. Many parents are reluctant to let their children take on management of their money, either because they don’t want them to know their...