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Daily Money Managers

How To Choose a Daily Money Manager

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Because the type of work Daily Money Managers handle is highly personal and confidential, try to get a referral from someone you know and trust. For instance, ask:

  • Friends
  • Relatives
  • Lawyers you know
  • Accountants 
  • Doctors

Once you have a referral, check the person’s experience and background.

NOTE: Choose a Daily Money Manager with care. Even if you do not give the person authority to write checks on your account or use your credit card, he or she will likely have enough access to be able to rip you off.

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