Our Blog

Take a Break to Refresh and Renew

Published on:
August 26, 2019
By:
Barbara Boustead

I know it’s not easy to walk away, even for a few days; especially when we have an ever-growing to-do list and never-ending ideas and plans, but it’s important to do so if we want to serve our clients and customers for the long term!

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How I Ended A Client RelationshipThat Wasn’t Working (For Me)

Published on:
July 13, 2019
By:
Barbara Boustead

A few months ago, I found myself in a challenging situation with an elderly client in his late 90s.

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Get Dollars and Sense Help with a Daily Money Manager

Published on:
June 10, 2019
By:
Barbara Boustead

I was honored to be invited to share information about AADMM and what I actually do as a Daily Money Manager on a recent podcast for Torchlight's Eldercare Illuminated ("Get Dollars and Sense Help with a Daily Money Manager")

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Memorial Day

Published on:
May 23, 2019
By:
Barbara Boustead

For this month's blog post and to honor our veterans, we're reposting a Facebook post that we'd like to highlight from the American Association of Daily Money Managers:

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My Three Money Lessons

Published on:
April 16, 2019
By:
Barbara Boustead

If there is one aspect about money that I believe is important above all else, is that it is just a tool to be utilized to purchase goods and services in our lives and to help others.

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March is Social Work Month!

Published on:
March 8, 2019
By:
Barbara Boustead

March is Social Work Month!

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Wrapping up 2018 with a Big Red Bow!

Published on:
December 16, 2018
By:
Barbara Boustead

A look back on the year 2018 for Mary's Daughter and gratitude for my clients, colleagues, referral partners and friends!

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What Happens When A Client Dies?

Published on:
July 10, 2018
By:
Barbara Boustead

One of the most difficult aspects of my work as a daily money manager is when a client dies. Because I work primarily with seniors, usually the individual is in their late 80s or 90s and there are signs that the end of life is near.

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Money Smart Week 2018

Published on:
April 22, 2018
By:
Barbara Boustead

Money Smart Week 2018 is a national campaign to increase financial literacy by offering free classes and seminars on how to budget, manage credit, decrease debt, establish savings and manage one's personal finances.

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Daily Money Managers: Caring Professionals for Your Financial Matters~

Published on:
February 15, 2018
By:
Barbara Boustead

This is an exciting time for daily money managers in Wisconsin and across the nation! We're adding professionals to our industry in record numbers. It is important to increase public awareness about daily money managers because the need for DMMs is increasing.

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