You are here: Home Finances Managing Your ... Daily Money ... What Is A Daily Money ...
Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

Daily Money Managers

What Is A Daily Money Manager (DMM)?

Next » « Previous


A Daily Money Manager is someone who helps you take care of your day-to-day money management and personal business needs.

Daily Money Managers usually:

  • Keep track of financial and medical insurance papers.
  • Pay bills and communicate with creditors on your behalf.
  • Balance your checkbook and maintain bank records.
  • Prepare and deliver bank deposits.
  • Organize tax documents.
  • Read medical insurance papers and verify proper processing of claims. (See also: Hiring A Claims Professional.)
  • Provide referrals to other financial professionals.
  • Arrange for in-home care and medical appointments.
  • Provide information regarding community resources.

Some Daily Money Managers can also:

  • Notarize documents.
  • Provide or arrange for transportation to and from appointments, including medical appointments.
  • Help with moving arrangements.
  • Act as a power-of-attorney.
  • Handle paperwork related to employees in your home.

Please share how this information is useful to you. 0 Comments


Post a Comment Have something to add to this topic? Contact Us.

Characters remaining:

  • Allowed markup: <a> <i> <b> <em> <u> <s> <strong> <code> <pre> <p>
    All other tags will be stripped.