Ringing In the New Year
We’re just days away from ringing in the new year! It’s that time of year for resolutions… get in shape, tackle a cluttered garage, eat better, etc. In my work as a Daily Money Manager, I hear all sorts of Financial New Year’s Resolutions. Here are some of my favorites as well as practical advice on how to achieve them.
Read More “2018 New Year’s Financial Resolutions”
Hello 2017 Tax Planning
The 2016 tax return season is officially behind us. Well, unless you filed an extension. For many of my clients (and my staff), we’re breathing a sigh of relief. We’ve spent hours sifting through paperwork, downloading transactions, categorizing expenses, and preparing reports. If this year’s tax prep was a major drain (and pain), let’s look at what you can do now to make next year easier.
Read More “Bye Bye 2016 Tax Returns”
For some, budgeting is an exciting journey, exploring where one’s money goes each month. Others, well… let’s just say they’d prefer cleaning their bathroom over creating a budget and reviewing it each month. A bullet journal may be the way to turn those debits and credits into a healthy and helpful game. Let’s take a look at what they are, what they do, and the different types available.
Read More “The Debits & Credits of Bullet Journals”
Schools out and Summer is here! Many of my clients are planning their vacations. Concerns about how they’ll manage their bills and overall money management concerns often arise. Before you pack that suitcase, here are a few things you can do to make your next vacation a financial-worry-free zone.
Read More “Vacation & Money Management”
With the explosive use of technology in the last twenty years, how we manage our lives has dramatically changed. When taking stock of their finances, my clients are often surprised at how scattered and complicated their digital assets can be.
Read More “Your Life, Your Digital Assets”
As a daily money manager I get that question a lot. Both provide important financial-related services to their clients. Both have professional distinctions. Both hold positions of trust. So what’s the difference? I’ll happily explain the differences as well as the circumstances when we work together.
Read More “What’s the Difference between a Daily Money Manager & Fiduciary?”
I know that’s a bold statement. Yet, I believe you can really banish paper clutter forever… if you follow a few simple principles.
Knowing that I help clients who struggle with paper — bills, important documents, and the like — a good friend recommended this book to me: The Life-Changing Magic of Tidying Up by Marie Kondo. “Life changing… you’ve got to be kidding me? is what I was secretly thinking.” Then I read it. And I know it’s possible.
Read More “Banishing Paper Clutter Forever”
As a Daily Money Manager, I’d be remiss if I didn’t talk about credit card debt and personal finance management during the holiday season. With the flurry of sales and other Black Friday specials, it can be all too easy to get caught up in a holiday spending spree.
Read More “Personal Financial Management Tips for Surviving Holidays”
We’re officially 52 days until the end of the year. With the holidays nearly upon us (actually some of my clients mark Halloween as the official start of the holiday season), it’s easy to let important paperwork slip. I’ve found that if you spend a little time before the end of the year organizing papers, it makes tax time easier and less stressful.
Read More “Organizing Papers for Year End”
Now that managing one’s financial life online is mainstream — and heavily marketed by most financial institutions — many of my clients feel pressured to adopt electronic bill paying methods. Going against your natural financial management style is never a good idea.
Read More “Choosing A Bill Paying Method to Match Your Financial Style”