Dad ended up in the hospital and Mom is overwhelmed, scared, and nervous about the health of her lifelong partner. A sudden visit to the Emergency Room is often the beginning of a new engagement for an Aging Life Care Professional or a daily money manager. Such...
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...
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process....
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...
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 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...
