Education

The past 20 years in the Daily Money Management business have taught us that it’s generally very difficult for adults with ADD and ADHD to manage their money in an organized and disciplined manner. Struggles with disorganization, impatience, and forgetfulness can make it challenging to keep track of spending. CHADD, the nationally recognized authority on…

Written by Rebecca Feeley Merrill Lynch recently did another one of their educational webcasts called “Beyond the Elections: What Washington’s new leadership could mean for you” where they had a panel of economic and political experts discuss the aftermath of the Presidential election…and what we can expect going forward. I want to be clear here…

Written by Rebecca Feeley I was excited to attend an estate planning workshop this month where Michael Robinson, a well respected estate attorney in Rochester, NY, explained some of the pitfalls of traditional estate planning. As daily money managers, it’s important to us to stay informed on ways we can help our clients maintain the…

Written by Rebecca Feeley When my schedule allows, I like to attend the presentations, seminars, and workshops that we feature on our website; all of which are hosted or sponsored by trustworthy professionals who we align ourselves with. These colleagues of ours have a wealth of knowledge in their respective fields and they have the…

Merrill Lynch recently offered a free webinar entitled “Your Children and Money: Lifelong Tips for Talking About an Essential Topic.” The panel included experts in psychology and finance and they offered lots of really helpful tips on topics ranging from allowance to financially supporting your 20-something year old children. Here are a few of them:…

Last week, Derek Shewmon from Everything But The House was the guest presenter on our AADMM chapter monthly conference call. What a NEAT business this is! I already have several people in mind who I plan to share this genius estate sale model with. Everything But The House offers an online estate sale platform that…

Written by Rebecca Feeley This week I attended a really neat all-day workshop hosted by the lovely Lisa Powers in Skaneateles, NY. It was called “Image, Income & Influence: Using Your Personal Money Style for Profits and Pleasure.” Lisa is a certified Sacred Money Archetypes coach. The first exercise of the day was to take…

Most of our clients have a common denominator – they are busy! As their daily money managers, our top priorities are to diminish stress and increase organization. We do this by relieving them of the burden of their day-to-day personal financial tasks. Here are some “DIY” tips for getting organized and reducing financial stress: 1)…