taking care of your personal finances so that you can live more fully

Resources

Articles and Items of Interest

American Association of Daily Money Managers Code of Ethics - This is the professional organization which develops the standards by which we operate as daily money managers. Their website has a multitude of resources.

American Association of Daily Money Managers Standards of Practice- These are the professional standards of practice by which Daily Money Mangers practice.

American Association of Daily Money Managers News- These press releases provide helpful financial advice.

Internal Revenue Service - Visit here for tax forms and information.

Social Security Administration - A useful website when determining your benefits.

AARP Article on Daily Money Management - An article describing the reasons for using a daily money manager.

Top 8 Senior Scams and How to Avoid Them - An Article for Caravita Home Care by Lolly Ward