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Daily Money Managers

What Don't Daily Money Managers Do?

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Daily money managers focus only on day-to-day tasks. They do not provide long-term financial planning or investment counseling, or take the place of other accounting, legal, or social service professionals. For example, a Daily Money Manager will not prepare your tax return. He or she will help you get your papers together beforehand and will actually file the return for you after it’s been prepared by an accountant or tax professional.


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