Recent Money Matters Blog Posts:
Are You a Financial Hoarder?
You may wonder what a “Financial Hoarder” is. To hoard is to amass something of personal value, to hide or store away; it has multiple causes and varies in severity, but how do you know if you, or someone you know, is a Financial Hoarder?
February: Focusing on Taxes
In February, you’ll getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over then put them in that folder labeled “For TAXES”.
January: Off to a Great Start
Let’s start the year organized with a new financial calendar. January is a great month to assess spending and determine if an adjustment will help you meet your financial goals.
Sandwich Generation? Advice When Managing a Parent’s Finances
If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances.
How Do You Know When Your Parents Need Help with Money?
Talking to parents about their money is difficult for most people. It is essential to intervene, however, when elder parents are losing the ability to manage their finances.
November: Giving Thanks
In this season of thanks, a traditional thank you note to your clients shows your appreciation. Here are some tips to personalize those notes.
September: School is Back, and so are Taxes and Health Benefits! 2019
September is estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated tax payments.
Taking Charge of Your Credit
BUILDING CREDIT: Establishing and taking charge of your credit is useful for everything from buying a home or car to satisfying a potential employer
The 5 Pillars for a Strong Financial Literacy Foundation
Explore these five pillars of a strong financial literacy foundation to create budgets, track expenses, understand bank statements and more.
Top 10 Financial Organizational Tips For Peace of Mind
Use these top ten financial organizational tips to help keep track of your financial records and build peace of mind for you and your family.