Happy 2013! With the start of a new year, I get the privilege of helping my clients create their personal finance plans. New Year’s resolutions that focus on money run the gamut of getting out of debt to saving for…
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Aging Parents’ Home for the Holidays
Some of my clients are returning from visiting their aging parents over the Thanksgiving holiday. For some, it was an annual trek out of state. The holidays can be a wonderful time of year. Yet for some families it can be…
Personal Financial Management Tips for Surviving Holidays
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…
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Organizing Papers for Year End
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…
Spending Plan & Emergency Fund 101
Last time we touched on spending plan surprises, those expenses that aren't fixed and routine. Things like unexpected car repairs or special anniversary gifts that can derail your cash flow. This seems to be a great time to talk about building an…
Spending Plan Surprises: Managing Varying Expenses
Now that you’re fresh off the 7-Day Challenge, you've got a better handle on your spending. Last time we talked about creating an accurate spending plan, one that incorporates a realistic accounting of your income as well as costs. Fixed and routine…
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Spending Plan Fundamentals
In a quest for a peace of mind as it relates to one’s finances, inevitably the subject of budget planning comes up. Personally I like to call it a spending plan because the term “budget” has such negative connotations. The…
Choosing A Bill Paying Method to Match Your Financial Style
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…
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Common Financial Goal: Paying Bills On Time & Easily
As a Daily Money Manager I routinely help my clients achieve a specific financial goal: pay bills on time and create a system that’s easy for them to manage. In previous posts, I’ve talked a lot about reducing paper clutter,…
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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…
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Fiscally Fit 