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Daily Money Manager, Notary Services near Morristown, NJ, Bill pay services, Daily Financial Matters and So Do YOU!

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The Advantages of a Project Management Professional (PMP) Certification in Daily Money Management - Post by Daily Financial Matter, LLC - January 11, 2025

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A Project Management Professional certification is more than just a credential—it’s a toolkit that empowers Daily Money Managers to provide unparalleled service to their clients. From strategic planning and risk management to effective communication and adaptability, the skills gained through PMP training are directly applicable to the challenges of managing personal finances.

For clients looking for a trusted partner to guide them through their financial journey, a PMP-certified Daily Money Manager has the skillset to provide the ideal combination of expertise, professionalism, and personalized care.

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The New York Times Published Article - September 22, 2024

The NY Times published an insightful article about 'Solo Agers and How to Plan Your Retirement'.  There are additional articles written about Daily Money Management Services as well.

​Link to Articles​​

YouTube Podcast - August 24, 2024

We’re excited to share that Robin Schulz, founder of Daily Financial Matters, recently collaborated with Elliot Cox of Touchstone Financial Education to create a podcast on Managing Day-to-Day Finances for Yourself or Loved Ones!

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Title: 

Elliott and Robin Talk About: Managing Day-to-Day Finances for Yourself or Loved Ones

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In this episode, Robin delves into how daily money management services address a growing need in our communities. Whether you’re a current client or someone seeking reliable personal financial assistance, this episode is packed with insights on what a Daily Money Manager is and how they can help you with your everyday financial matters—your financial fundamentals of life!

 

Don’t miss out on this 8-minute insightful conversation—listen to the full episode here.

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