Our Blog

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")

Read More

Memorial Day

Published on:
May 31, 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:

Read More

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.

Read More

March is Social Work Month!

Published on:
March 8, 2019
By:
Barbara Boustead

March is Social Work Month!

Read More

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!

Read More

What Happens When A Client Dies?

Published on:
July 12, 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.

Read More

Who is on your Financial Team?

Published on:
July 12, 2018
By:
Barbara

Do you have a team of experts who assist you with your finances? Maybe you prefer to wait until the need arises, for example if you want to get a mortgage or purchase a car. Although that method can work well for many people, there may be times when an emergency arises, and a person is left to scramble to find the professional they are seeking.

Read More

Money Smart Week 2018

Published on:
May 30, 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.

Read More

Daily Money Managers: Caring Professionals for Your Financial Matters~

Published on:
February 16, 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.

Read More

5 Tips for Self-Care Over the Holiday Season

Published on:
December 8, 2017
By:
Barbara

It is a very busy time of year and people often talk about feeling “stressed, frazzled and overwhelmed” due to the many demands on their time as well as finances. Caregivers of aging parents are at great risk for experiencing additional stress during the holidays as there are more demands on their time.

Read More