How Do You Know When Your Parents Need Help with Money?

How Do You Know When Your Parents Need Help with Money?

Barbara’s mother called her in a panic. The power had been shut off.  Barbara contacted the electric company and learned that her elderly mother had not paid her bills in several months. Barbara, who lives in another state, made an emergency trip to sort out her...

November: Giving Thanks

This month in our AADMM series is going to focus on client appreciation. Read on to understand how this sometimes overlooked area of business impacts your client satisfaction. In this season of thanks, a traditional thank you note to your clients shows your...

September: School is Back, and so are Taxes and Health Benefits! 2019

September is estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated tax payments. The third payment for tax year 2019 is September 16th (the usual 15th due...
Taking Charge of Your Credit

Taking Charge of Your Credit

BUILDING CREDIT Establishing credit is useful for everything from buying a home or car to satisfying a potential employer. A secured credit card, geared to first-time users, usually requires a cash deposit equal to the credit limit. Becoming an authorized user on a...
The 5 Pillars for a Strong Financial Literacy Foundation

The 5 Pillars for a Strong Financial Literacy Foundation

1. Create a Budget and Track ExpensesCreating a budget and tracking expenses is vitally important in maintaining overall control ofincome and expenses. From spreadsheets to Intuit, envelopes or mobile aps, there are manyways to budget and track spending. Finding the...
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