How DMM-CPA Teamwork Can Help You During Difficult Times

Posted by Peter Gordon
On November 30, 2021
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Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help. The Scenario An elder law attorney referred us to her client, a man with a severe physical disability who needed a financial power of attorney (POA). […]

Why Design a Personal Finance & Admin Team?

Posted by Peter Gordon
On October 3, 2018
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The cohesion of professionals working together provides seamless service for the client. Referrals: A Two-Way Street Quite often my clients are referred to me by trusted advisors, such as Attorneys, Geriatric Care Managers or CPAs. These professionals have identified someone who needs my services. New client referrals have also come from family members of people […]

A Rewarding Career Choice: Daily Money Manager

Posted by Peter Gordon
On July 5, 2018
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A few weeks ago, I assisted Rebecca Eddy, Co-Founder of Eddy & Schein, with teaching a business basics course for the American Association of Daily Money Managers (AADMM). Rebecca is a partner at Eddy & Schein, which provides, among other services, in-home administration for seniors. The training we presented covered the day-to-day responsibilities, challenges, and […]

The Affordable “Family Office”

Posted by Peter Gordon
On January 4, 2018
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{3:00 minutes to read} Recently, I was referred by an attorney to a prospective client, Jane. She is helping her parents, who are both in their 90’s and live in an assisted living apartment. Jane coordinates their healthcare needs and pays their bills. Recently, her attorney applied for, and received, Community Medicaid. When receiving Community […]