Ohana & Amigos LLC

06/06/2022

Stay safe...

Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in

05/31/2022

https://www.linkedin.com/posts/american-association-of-daily-money-managers_whats-your-current-financial-focus-each-activity-6935907536147558400-RgWn?utm_source=linkedin_share&utm_medium=member_desktop_web

05/09/2022

https://secure.aadmm.com/money-matters/professional-collaboration-how-dmm-cpa-teamwork-can-help-you/

Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need.

03/28/2022

https://www.linkedin.com/posts/american-association-of-daily-money-managers_the-surprising-story-of-one-older-couple-activity-6912352542769262594-r064?utm_source=linkedin_share&utm_medium=member_desktop_web

A sweet couple living in their home, in their 90s, that have no children and very few relatives, and are in need of an assisted living community. They ...

02/26/2022

https://secure.aadmm.com/money-matters/sailing-through-tax-time-with-the-help-of-a-daily-money-manager/?utm_source=linkedin&utm_medium=american+association+of+daily+money+managers&utm_campaign=b0e5d9a7-7b1b-46a5-88bc-463e407bb232

A daily money manager can save you the time and stress spent looking for records and summarizing tax data.

02/23/2022

https://secure.aadmm.com/money-matters/what-is-the-difference-between-a-bookkeeper-and-a-daily-money-manager/?utm_source=linkedin&utm_medium=american+association+of+daily+money+managers&utm_campaign=416935ea-b263-4805-9bfd-9f01eb1d9a02

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.

01/25/2022

https://secure.aadmm.com/members-in-the-news/investors-business-daily-article-explains-client-benefits-of-dmm-services-for-financial-advisors-cfps/?utm_source=linkedin&utm_medium=american+association+of+daily+money+managers&utm_campaign=2fb5904e-b044-4c4d-b743-e7b865f5d7a0

When Lisa Wiseman became an advisor in 1999, she expected to manage clients' investments. She didn't expect to help them pay bills. Now she's doing both.

01/07/2022

When Lisa Wiseman became an advisor in 1999, she expected to manage clients' investments. Now she helps them pay bills.

12/06/2021

A DMM can be a key part of the "village"...

Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need.

11/29/2021

Paying bills late could be an early sign of dementia. Here’s how to prepare and protect the finances of an elderly loved one.

11/24/2021

Good food for thought...

More than 63 million Americans currently receive healthcare benefits under Medicare, the federal health insurance program for Americans age 65 and older and younger people with certain conditions and disabilities.

11/24/2021

It's important to have a good team in place...

Having a collaborative professional team that includes someone to advocate for healthcare needs along with someone who can help navigate, simplify, and organize the day-to-day finances provides your loved one, and everyone around them, with practical, reliable resources to make every day a little better.
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