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

People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money manager before. Both keep an eye on day-to-day finances, but daily money managers are distinctively different from bookkeepers because of who they serve, and they have different skill sets.

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

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

People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money manager before. Both keep an eye on day-to-day finances, but daily money managers are distinctively different from bookkeepers because of who they serve, and they have different skill sets.

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

In your financial life, it’s important to have a team of trusted advisors to help you make the best financial decisions for your present and your future. Knowing your strengths puts you in a great position to be able to build a great team. Your daily money Manager is familiar and works with a variety of professionals to organize your financial life to help you. A daily money manager walks beside you to review what is already in place and help you build the team with all the necessary players.

Examples of How to Cope if You’re Feeling Financial Anxiety

Examples of How to Cope if You’re Feeling Financial Anxiety

Financial Anxiety is an internal trigger from thoughts relating to money. It is a feeling of distress and can be described as worry. An example is when someone has thoughts of not having enough money to retire or worrying about being laid off.

It’s Never Too Late to Set Your Annual Financial Goals!

It’s Never Too Late to Set Your Annual Financial Goals!

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.

You’re Never Too Wealthy to Budget

You’re Never Too Wealthy to Budget

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.

Pandemic tax changes you need to know now

Pandemic tax changes you need to know now

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.

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