Intersection of Technology & Healthcare: MIT AgeLab
{4:20 minutes to read} I am a proud member of…
Why Design a Personal Finance & Admin Team?
The cohesion of professionals working together provides seamless service for…
Do You Know Where Your Cash Goes (and Flows)?
The backbone of our business is the monthly review and…
How Old (or Young) Do I Need to Be to Have a DMM?
Although there is no age criteria for working with a…
A Rewarding Career Choice: Daily Money Manager
A few weeks ago, I assisted Rebecca Eddy, Co-Founder of…
Talking with Your Aging Parents about Their Finances & Health
My company helps individuals organize their financial matters by assisting…
Cyber Hijacking, It Can Happen to You
Cybercrime is on the rise and online “hijacking” is an…
Protect Yourself From Financial Fraud
{2:35 minutes to read} I have a client with cognitive…
Don’t Go Postal! Protect Yourself From Postal Scams
{2 minutes to read} A notice flashing across the electronic…
Not All Professionals Are Created Equal
{2:45 minutes to read} I recently met with a referral…