October 2021 Financial Tip

October 2021 Financial Tip

  Free Application for Federal Student Aid (FAFSA) If you have a family member who will be in college for the 2021-22 school year, October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting...
School, Taxes and Health Benefits 2021

School, Taxes and Health Benefits 2021

September is the official end of summer and a return to classes for students and teachers. The third quarter tax payment is due September 15th It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home...
What is the difference between a bookkeeper and a daily money manager?

What is the difference between a bookkeeper and a daily money manager?

It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
August: Living in the Moment and Looking Ahead

August: Living in the Moment and Looking Ahead

August is usually a time when people enjoy well-deserved vacations and time away from school and work. Many look forward to this month as a time to relax and recharge before heading back to their usual schedules in September. Taking time off from one’s regular routine...
A Daily Money Manager will help you and work with your financial team

A Daily Money Manager will help you and work with your financial team

Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
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