Recent Money Matters Blog Posts:
Many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business.
Daily money managers are much more than bill payers. Many daily money managers (DMMs) provide services that extend well beyond these basic functions to meet the needs of their clients.
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. Writing down your goals can immediately make you feel better — as well as making it more likely you will succeed in achieving them.
There’s a common misconception that budgeting and daily money management are only for people living paycheck-to-paycheck or young people just starting out. The truth is, you’re never too wealthy to budget.
Creating good financial habits, while avoiding known disastrous mistakes, is generally more impactful to make the right decision .
The pandemic invades every aspect of our lives and taxes are no exception. Two major tax bills were passed in response to the COVID-19 pandemic, which could have an effect on your 2020 taxes.
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? There is a growing need for people who can act as their agents for financial matters.
If you or someone you know is looking for assistance with their financial paperwork, please check out the AADMM website to find a DMM in your area or one that works remotely.
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job.
When it comes to your finances, a team of professionals can help assure your financial success. You probably already have an initial set of people to help you.