Money Basics

Money Does Matter but People Matter More

Published on:
Tue, 16 Aug 2016
By:
Barbara

A few years ago at a networking event, I was encouraged to create a tagline for my business. Being a concrete thinker, I came up with "a Daily Money Manager for seniors and veterans" and "Helping older adults and veterans with their money".

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Money Matters: Money Smart Week 2017

Published on:
Tue, 18 Apr 2017
By:
Barbara

In my work as a daily money manager, I have met many older adults who do not have an understanding of basic financial information. Sometimes it is because one spouse handled the finances and when they passed away, it left the surviving spouse ill equipped to mange the financial affairs.

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Do you provide financial planning?

Published on:
Thu, 14 May 2015
By:
Barbara

Mary’s Daughter is not a financial planning service. We do not advise clients on how to invest or otherwise increase assets. Our role is to manage the finances that are already in place.

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Giving Thanks and Gratitude....

Published on:
Thu, 27 Nov 2014
By:
Barbara

To my Family, Friends, Colleagues, and so many others who have supported Mary's Daughter LLC over the past 3 years! I am full of Gratitude for your encouragement, good wishes, wisdom and advice.

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Who Would You Choose to be Your Money Hero?

Published on:
Mon, 29 Sep 2014
By:
Barbara

Yesterday, while out shopping at my local Walgreens, I met an acquaintance who asked me about a workshop I had done recently, which led into a discussion about money, one of my favorite topics!She asked me if I’d heard about a woman she saw on television who talked about money and financial issues. I replied "Suze Orman!” http://www.suzeorman.com/

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