Nimble Numbers DMM

05/21/2026

If you are starting to see signs that your parents may need more help, this article has some great tips!

Managing your parents’ finances is difficult under the best of circumstances, but with the right structure in place, you can avoid costly mistakes.

02/06/2026

I heard about these dementia villages in the Netherlands and I'm so excited to see that the first one in the US is going to be here in the Madison area!

The Fitchburg company plans to open a first-in-the-U.S. microcommunity to give those with dementia more autonomy and a better quality of life.

01/22/2026

🛑 Identity Theft Awareness Week 🛑
📅 January 26–30, 2026

Identity theft can happen to anyone—and older adults are often targeted. During Identity Theft Awareness Week, join us in learning how to protect your personal information, recognize warning signs, and take action if identity theft occurs.

The Federal Trade Commission is offering free events, tools, and resources throughout the week to help individuals, families, and professionals stay informed and protected.

🔗 Learn more and access free resources here:
https://consumer.ftc.gov/features/identity-theft-awareness-week

Let’s work together to prevent identity theft and protect our communities. 💜

04/13/2025

Aarp article about early warning signs of cognitive impairment. I've seen it myself that financial skills seem to be one of the first things to falter. Daily money managers are mentioned as a resource to help people.

https://www.aarp.org/health/conditions-treatments/financial-mistakes-dementia-warning-sign/

03/19/2025

Excellent tips for protecting your identity online!
https://secure.aadmm.com/money-matters/online-safety-in-the-data-breach-era/

Cybercrime is expected to cost over $10 trillion in 2025. Last year, approximately 2.7 billion records were hacked in the National Public Data (NPD) breach, exposing data, including social security numbers. That breach included almost everyone in the U.S. and Canada. You may not be online, but your....

09/24/2024

Great article about the perils of the good old fashioned check. Even the USPS recommends that people don't leave mail overnight in the classic blue mailboxes. A daily money manager can help you automate your bill paying.

It used to be that check writing was a way of life. It was the only way to pay bills or send money to a grandchild for their birthday. In 2022, FinCen, a unit of the U.S. Treasury Department reported a whopping 84% increase in check fraud reported by banks. This will dismay many of you but check writing has become the LEAST secure way to send money and pay bills due to mail fraud.

There are things you can do to prevent some of the ways your check can be used against you. If you must write a check, consider these tips: https://secure.aadmm.com/money-matters/check-safety-in-the-age-of-identity-theft/

08/13/2024

Very good article about protecting yourself from scams. Daily money managers can add an extra set of eyes watching over accounts.

Older adults are especially vulnerable, so it's important to help loved ones guard against financial fraud, particularly if they're experiencing cognitive decline.

04/08/2024

It's America Saves week! Get more info at www.americasaves(dot)org America Saves

about saving automatically? Simply doing it — setting up automatic deposits to your savings account no matter how small.

02/23/2024

Do you have multiple accounts scattered across different financial institutions? Make it easier on yourself and SIMPLIFY! Reduce the number of tax statements you receive and accounts you have to keep track of.

The holidays are when far-flung relatives get a chance to reconnect and can use the occasion to make sure that family members aren't being financially abused.

03/27/2023

https://www.cnbc.com/video/2022/03/25/steps-to-take-after-a-loved-one-dies-to-settle-an-estate.html
Settling an estate can be complicated and time consuming. A Daily Money Manager can coach you through the process of setting up an estate plan or settling an estate. Find one in your area at https://secure.aadmm.com/find-a-dmm/

Experts say a simple estate with only a few assets that are easy to find may be settled in six months. However, a more complicated financial situation may take several years to resolve.