Recent Money Matters Blog Posts:
With a little bit of planning and deliberate decision making you CAN change from overspending to saving. Learning how to not overspend is difficult, but it can be done
Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal finance management that will likely promote financial stability across your entire life. You’ll have an edge for sustainable improvement of your personal finances.
Money. It’s a topic that is often difficult to discuss. Although it may be uncomfortable, children whose parents are more open about money will often go on to become good stewards of money themselves.
The tax organizer document your accountant sends you to help you collect your tax information doesn’t have to be so much work! Here are some do’s and don’ts.
Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. Her father’s care manager suggested that she work with a Daily Money Manager (DMM).
A daily money manager can save you the time and stress spent looking for records and summarizing tax data.
A sweet couple living in their home, in their 90s, that have no children and very few relatives, and are in need of an assisted living community. They need a cash flow analysis to determine if the couple could afford an intimate small assisted living community with very nice amenities, or the polar opposite.
Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help.
An Aging Life Care Professional and daily money manager team can deliver the expertise to resolve both health and financial questions quickly and allow your family to maintain familiar and loving roles.
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process.