Category Archives: Spending Plans & Budgets

Securing Your Golden Years: Advice from a Daily Money Manager

As a Daily Money Manager, I help seniors stay independent and manage their financial lives. The senior population continues to grow in numbers. According to the American Medical Association, 78 million Americans turned 65 in 2010. That number is expected to … Continue reading

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3 Key Financial Organization Questions

Last time we discussed how to begin a quest for financial organization. So let’s get started. The first step, assessing your current situation, will help you create a realistic plan. Acknowledging where you are will impact how you move forward. … Continue reading

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A Quest for Financial Organization

Now that tax season is firmly behind most of my clients, I’m reflecting upon the whirlwind of getting documents in order, Quicken reports run, and generally putting tax year 2011 to bed. Every year my clients declare “next year will … Continue reading

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Creating a Realistic Spending Plan: Take the 7-Day Challenge

Many of my clients are looking for ways to stretch their dollars. Yet many times they aren’t sure where their money goes each month. If you’re ready to develop a spending plan or workable budget that works for you, join … Continue reading

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