Our Blog

May is Mental Health Awareness Month

Published on:
May 7, 2020
By: Barbara Boustead
Barbara Boustead

May is Mental Health month

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Meet our Southern Wisconsin Daily Money Managers

Published on:
April 30, 2020
By: Barbara Boustead
Barbara Boustead

Screenshot of So. Wisconsin Daily Money Managers

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Our response to COVID-19

Published on:
March 28, 2020
By: Barbara Boustead

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Holiday Greetings!

Published on:
December 22, 2019
By: Barbara Boustead

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Take a Break to Refresh and Renew

Published on:
August 26, 2019
By: Barbara Boustead
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
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
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
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
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
Barbara Boustead

March is Social Work Month!

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