A lot of my client work involves working with online banking apps and managing financial reports that I share electronically with other professionals like CPAs, financial advisors and estate attorneys. I'm a stickler for security and was curious about cyber insurance…
Blog
Your Life, Your Digital Assets
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. What…
What’s the Difference between a Daily Money Manager & Fiduciary?
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…
Read More What’s the Difference between a Daily Money Manager & Fiduciary?
Technology Scams Targeted at Seniors
A computer connected to the Internet can be a lifeline for seniors. It's a way to stay connected to their families as well as their finances. Unfortunately seniors are often targets for scam artists hoping to prey on their ignorance…
Using Technology for Credit Card Safety in the Holidays
Now that Black Friday, Small Business Saturday, Cyber Money and Giving Tuesday are over (!), your credit cards may have had a quite a workout. Over the years I find that the holidays can be a hectic time, filled with a flurry…
Read More Using Technology for Credit Card Safety in the Holidays
Banishing Paper Clutter Forever
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…
2014 52-Week Saving Challenge
2014 is right around the corner. Hopefully you’re keeping to your holiday budget to avoid the New Year’s credit card hangover. In preparation of the New Year, I’d like to share a 52-week money challenge. It was originally posted on…
Holiday Financial Tips
That Have Nothing to do with Budgeting Black Friday is behind us, and the shopping frenzy has started. By now (hopefully) you have a spending plan for your gift giving this season. Whether you are braving the malls or online…
Decking the Halls Without Breaking the Bank
Fiscal Discipline During The Holiday Season Here we are, marching towards the holidays. We are heading toward the most pressure packed season of the year. This is the time my impulse control needs the most exercise! Retailers -- in the…
Parent Personal Financial Management: Changing Perspectives
Whether your parents are growing old gracefully or not, most likely your parent-child relationship is changing. In helping my senior clients with personal financial management, I witness all kinds of familial relationships. Sometimes they are loving and supportive. Others are…
Read More Parent Personal Financial Management: Changing Perspectives
Fiscally Fit 