If you’re preparing for retirement, there are a few key steps a Daily Money Manager can help you take to ensure a smooth, successful transition. As a Daily Money Manager, I help people with all sorts of personal financial tasks. This includes everything from paying day-to-day bills to organizing insurance claims and tax records. I’m often asked …
About Emily Lutz
Emily Lutz is a certified Daily Money Manager (DMM) and founder of Liberty Paperwork Solutions. She began working in Daily Money Management after seeing her own grandmother struggle with the stress of day-to-day paperwork. She now focuses on helping others with these same challenges. Her professional background includes 10 years on Wall Street, most recently as an Assistant VP at BNP Paribas.Â