Daily Money Managers lift the day-to-day personal financial management burden of their clients by performing activities such as:
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paying bills
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tracking expenses
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sorting mail
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organizing important financial, legal, and estate documents
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monitoring credit card, bank account, and investment statements for accuracy and signs of unauthorized activity
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resolving credit disputes
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compiling relevant tax-related documents and receipts for client's tax preparer
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helping to ensure that end-of-life and estate planning documents are up-to-date
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tracking insurance claims
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working with a client's professional advisors to ensure that they have the information they need to do their jobs
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providing budgeting assistance
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serving as a liaison between clients and their loved ones
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What Do Daily Money Managers Do?
