Kavod Daily Money Management, LLC

04/28/2023

Please to appear as a guest on this show today!

Join us this Friday at 3 pm PST on Reverse Your Thinking with Mathius Marc Gertz; We Reverse Your Thinking About Daily Money Management.

Jeffrey Wildstein with KAVOD Daily Money Management to help us figure out what we need.

Learn the difference between a Daily Money Manager and a Financial Advisor.

Find out if a Daily Money Manager really is just a bill payer.

Discover if you need a Daily Money Manager for yourself.

Tune in to separate fact from fiction on Friday at 3 PM to 1490 AM/98.1 FM KMET Smart Talk Radio, an ABC News radio station, or stream live at https://www.kmet1490am.com/kmet-tv

04/25/2022

Working with a Daily Money Manager like me can help ease the stress of caring for your or your loved ones' day-to-day personal finances. Bill paying, account reconciliation, tracking insurance claims, document organizing, budgeting...I can help with all this and more whether you need a short term project completed, or need a longer relationship for someone elderly or otherwise who needs help. As a rabbi and former practicing attorney and non-profit administrator, I bring a unique set of skills and trustworthiness to my work. Learn more about Daily Money Management below, and see my website at www.KavodDMM.com or contact me at [email protected] to learn more. Our first consultation is complementary. https://www.cnbc.com/.../this-small-profession-aims-to...

Although financial advisors, CPAs and attorneys step in for many financial needs, a "daily money manager" can help with the basics of household finances like bill-paying and organization. Some of these professionals are certified, but they face no regulatory oversight.

01/31/2022

I am the featured guest this week on local web program "Safety Net" hosted by renowned attorney Susan Howards. We talk about what is a Daily Money Manager, financial abuse of the eldery, and how to avoid scams. Checdk it out here:

Host Susan Howards talks with Money Manager Jeffery Wildstein about his important work as a helping seniors manage their finances and stopping financial elde...

01/10/2022

Happy New Year! The new year of 2022 brings renewed hope for health, peace and joy.

And for many, it brings a sense of dread, knowing that the clock has begun to tick down to when their 2021 tax returns need to be filed. And these people stare at that box of receipts and wonder how they will find the time and energy to organize all those documents so that they can do their returns or give them to their accountant in some orderly fashion, so the accountant is not wading through the paper piles.

Here is another area where Kavod Daily Money Management can help you get the past year organized (and maybe get a head start for the upcoming years in the most efficient and economical way.

For more information, or to schedule an appointment for a free consultation, go to www.KavodDMM.com.

Kavod Daily Money Management can help when you need a hand in with managing day to day finances such as paying bills, reconciling bank balances, contacting insurance providers and much more.

11/22/2021

What to Expect When You're Expecting
(To Care for a Parent or Adult Relative's Finances)
​
December 14, 2021, 7:00 - 8:00 pm on Zoom
FREE
​
Over time, many adults become the caregivers for aging parents or relatives. Sorting and managing their finances can be a challenge, and there is a lot to know. This FREE one hour on-line session will present a holistic view some of the paths and pitfalls in caring for the finances of a relative, including some helpful tips and ideas. Whether you are caring for a loved one now, just starting to help, or expect to be in this position in the future, this session can provide helpful information.

Registration required by December 12, 2021. Register at:

Over time, many adults become the caregivers for aging parents or relatives. Sorting and managing their finances can be a challenge, and there is a lot to know. This FREE one hour on-line session will present a holistic view some of the paths and pitfalls in caring for the finances of a relative, in...

11/08/2021

The holidays are coming, and it seems that "Black Friday" is now the entire month of November. Keep your finances in mind even as you strive to be generous at this time of year. Here's an article with some good advice, and remember, Kavod Daily Money Management can help you with your budgeting and day-to-day financial matters at any season.

Consumers with credit card debt are willing to pile on even more during the holidays — that's a mistake, one expert says.

09/27/2021

There are more and more scammers out there ready to separate you from your money. Here are some tips on how to spot them, and how to avoid becoming a victim.

By now, almost everyone knows that an unsolicited email from a Prince from some foreign land is a scam. He doesn’t want to involve you in some sort of plan where you will end up rich. In fact, he doesn’t exist, and the email is just a scam to get valuable information from you, or somehow separat...

09/17/2021

Announcing an upcomning FREE online session:

What to Expect When You're Expecting (To Care for a Parent or Adult Relative's Finances)

Wednesday, October 6, 2021
7:00-8:00 PM
FREE on Zoom (Registration required - see below)

Over time, many adults become the caregivers for aging parents or relatives. Sorting and managing their finances can be a challenge, and there is a lot to know. This FREE one hour on-line session will introduce some of the paths and pitfalls in caring for the finances of a relative, including some helpful tips and ideas. Whether you are caring for a loved one now, just starting to help, or expect to be in this position in the future, this session can provide helpful information.

Registration is required by October 5, 2021, at https://www.kavoddmm.com/classes-and-events .
For questions or more information, email [email protected].

09/13/2021

This is a question that commonly arises about Daily Money Managers. For help with personal finances and organization, a Daily Money Manager like me can be extremely helpful and offer the care, respect and services you more a loved one needs.

https://secure.aadmm.com/money-matters/what-is-the-difference-between-a-bookkeeper-and-a-daily-money-manager/?fbclid=IwAR22lygLMaOjbeAfRZQcUMYFMFdDFiojiG6vatxI-uVusyUpZDLZtddnh9s

Bookkeepers and daily money managers both keep an eye on day-to-day finances, but daily money managers are different because of who they serve, and different skill sets.

08/30/2021

“These money leaks might not be on your radar, but if you detect them in a timely manner in your consumption habits, they can be the difference between an account in the red and a comfortable little safe.”

They can be habits that would strongly affect anyone's pocket and will not be able to generate savings and healthy personal finances.

08/23/2021

Let's recognize that managing daily finances is not just about numbers. It can be a very emotional process. Kavod DMM knows this and takes this into account in working our clients, especially when doing the basics like budgeting.

One of the best ways to save money is something many people don’t do. It’s actually sitting down and making a household budget. A budget is a plan describing how your household will spend its money. As has been said in other contexts, a plan survives only until its first encounter with reality. ...

07/19/2021

I am pleased to announce the launch of Kavod Daily Money Management, LLC.

At Kavod DMM, I combine my skills and experiences to help my clients reduce the stress of daily money management. My years of managing budgets as a nonprofit program manager gave me organizational and financial skills that I use to ensure clients stay current in their payments and have oversight of their budgets and financial status. My training and experience as an attorney (now retired from the practice of law) allows me to understand insurance and procedures, identify potential issues, and guide clients to appropriate professionals if needed for positive outcomes. My years as a rabbi caring for congregants taught me how to do all this with compassion, honor and respect, and in accordance with the highest ethical standards, for all people, whether Jewish or not.

Most of all, I maintain the goal of Kavod DMM as providing professional financial assistance with personal attention and care.

I look forward to our conversation to explore how Kavod Daily Money Management can help you! Please see my website at www.KavodDMM.com for more information and to schedule a free consultation, or email me at [email protected].

Kavod Daily Money Management can help when you need a hand in with managing day to day finances such as paying bills, reconciling bank balances, contacting insurance providers and much more.