Blog

Do You Need Cyber Insurance?

Proud-LockA 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 and if it was something my clients should have.

What’s the Difference between a Daily Money Manager & Fiduciary?

MoneyAs 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.

Technology Scams Targeted at Seniors

Online FraudA 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 in managing their technology.  I recently helped a client clean up the mess following a tech support incident. Hopefully the lessons we learned can help you or a loved one avoid falling victim to this type of scheme.

Using Technology for Credit Card Safety in the Holidays

Happy HolidaysNow 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 of transactions, paper receipts… and opportunity for fraud. Let me share some tips in keeping your credit cards and identity safe this holiday season.

Banishing Paper Clutter Forever

bookkeepingI 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.

2014 52-Week Saving Challenge

Day One of 3662014 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 SavingABuck.com in January 2013. I love it so much that I’m sharing it with you.

Holiday Financial Tips

That Have Nothing to do with Budgeting

Mr GrinchBlack 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 retail shopping carts, I have several financial tips to keep your financial identity safe this season.

Parent Personal Financial Management: Changing Perspectives

Vintage Portrait of ChildrenWhether 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 fiery and confrontational. Sometimes they are courteous yet distant. Regardless of where your relationship fits on the continuum, I invite you to look at your elderly loved one with a different perspective.