Recent Money Matters Blog Posts:
Are you prepared for an emergency?
It is important to have your financial, medical, and other vital, personal information in one place, ready to go in case of an emergency.
May: It’s Almost Mid-Year. Let’s Regroup and Focus on Some Details!
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person designated whom you wish to benefit can be an unfortunate mistake.
COVID and Cash: Paying Bills In Uncertain Times
Developing a plan for paying bills means examining and prioritizing all expenses and separating wants from needs.
April: It’s Tax Time!
The beginning of April is Money Smart week!
7 Resources to Prevent Elder Financial Abuse
Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims.
March: Down to the Wire for Taxes and Looking Forward
March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible.
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.