Recent Money Matters Blog Posts:
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.
January: Financial Tip of the Month
Let’s start the year organized! January is an ideal time to review your finances, update documents, and set up systems that will support you throughout the year.
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.
After Loss Financial Support
Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain of unfamiliar tasks: unpaid bills, benefit forms, changing account titles, and making sense of money that may have been managed by someone else for years.
During this fragile time, practical help from someone both knowledgeable and compassionate can make all the difference. That’s where a Daily Money Manager can step in, offering gentle structure, clear guidance, and breathing room to grieve without chaos.
How to Securely Share Financial Information Online
Learn how to secure your financial information when sending it over email or the Internet. Get your money tasks done without risking your finances.
Risk Alert: Your Cell Phone and Two-factor Authentication (2FA)
Many cell phones today are used as part of a security measure called 2 factor authentication (2FA). A common example is accessing online banking or making an online purchase. One method to confirm your identity is to provide a code that is sent via text message to the mobile number that is on file. In theory this sounds good, but here’s where it can go wrong.
Caffeine + Cybersecurity = Secure Your Mental Health
When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through feelings of embarrassment, shame, and feeling violated and victimized.