Recent Money Matters Blog Posts:
Knowing When to Step In: Recognizing the Right Time to Support a Client
As DMMs, we know many warning signs to look for, and we’re often in a unique position to notice changes early. Family members, financial advisors, attorneys, and other trusted professionals may also see a struggle; however, recognizing a need for support is only part of the equation. The real question is: How do we balance outside concerns with what the client will accept, and how do we know when to step in?
What Daily Money Managers Should Know About the July 10, 2026, Tax Deadline for COVID Era Refunds
You may have seen headlines about a July 10, 2026, tax deadline, COVID era refunds, or the case Kwong v. United States. For some clients, that date may be important for resolving older tax issues before the window closes.
Six Tips for Managing Your Parents’ Finances
Managing your parents’ finances is difficult under the best of circumstances, but with the right structure in place, you can avoid costly mistakes.
A Smarter Way to Think About Organizing Family Information
Busy professionals may struggle with organizing family information. Discover how small systems create clarity and shared access.
Thinking of Changing How You Prepare or File Your Taxes?
For many young adults striking out on their own, the ultimate goal is to live alone without roommates. Here is a step-by-step guide to see if you can afford to live alone.
Professional Organizers and DMMs: A Powerful Partnership for Client Success
Discover how professional organizers enhance daily money management through structured systems and organized spaces, improving client outcomes and financial management efficiency.
A Young Adults’ Guide to Living Alone
For many young adults striking out on their own, the ultimate goal is to live alone without roommates. Here is a step-by-step guide to see if you can afford to live alone.
Holiday Budgeting Conversations with Older Loved Ones
For older adults, the holidays can magnify both joy and challenges. While many want to continue traditions like gift-giving, hosting meals, or contributing to family gatherings, their financial circumstances may not always support those desires. At the same time, adult children may feel pressure to “do more” to compensate for their loved one’s limitations -leading to overspending or feelings of guilt.
Important Medicare Changes for 2025 and 2026
Every year our government changes Medicare through legislation like the Inflation Reduction Act or by administrative dictates from the Centers for Medicare & Medicaid Services (CMS).
In both 2025 and 2026 there are major changes to Medicare Part D and the Rx cost smoothing provision which is akin to “balance billing” on your utility bills.
Clearing Up Confusion: What the New Tax Law Really Means for Seniors and Social Security
Many of you received an email from the Social Security Administration on July 3 about the new tax law called the “One Big, Beautiful Bill.” I want to clear up some confusion, especially since many of you are over 65 and receive Social Security benefits.
Yes, the email is real. But some of the claims in it are misleading. Let’s break down what’s actually changing—and what isn’t.