How to Teach Your Children About Money Management for the Long Term

How to Teach Your Children About Money Management for the Long Term

Money. It’s a topic that is often difficult to discuss because we tend not to want to talk about our income and expenses with people. Of course, children are people too, but this is not an area where you want to open the household books to them right away. With the...
Do You Really Have to Fill Out Your Tax Organizer?

Do You Really Have to Fill Out Your Tax Organizer?

It’s tax time and we all know how daunting it is to put together the package of documents for your accountant or other tax preparer.  The document that seems to scare us the most is the tax organizer, the document your accountant sends you to help you collect your tax...
How a Daily Money Manager helps with Your Tax Return Preparation

How a Daily Money Manager helps with Your Tax Return Preparation

Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention,...
Sailing through Tax Time with the Help of a Daily Money Manager

Sailing through Tax Time with the Help of a Daily Money Manager

This is the time of year when we dream about sailing through the Caribbean or island hopping on a cruise ship. So, what’s stopping us? The tax filing deadline for one. Now that 2021 is over we are faced with the overwhelming task of gathering information needed for...