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Simple Holiday Budgeting Can Reduce Stress: A Guide for Busy Professionals

As the holiday season approaches, many of us feel a mix of excitement and anxiety. Amid the festive atmosphere, gift-giving, holiday gatherings, and travel costs can quickly add up, often leaving us with an inflated credit card bill come January. For busy professionals, balancing a packed work schedule with holiday planning makes it all too easy to overspend. However, with a few straightforward tactics, you can plan your holiday budget effectively and enjoy the season without financial stress.

Recent Money Matters Blog Posts:

Busy Professionals: Three Reasons a Daily Money Manager may be Right for You

Busy Professionals: Three Reasons a Daily Money Manager may be Right for You

Keeping track of your money can often feel like a separate career. It is easy to go from dedicating a few hours a month paying bills as you start your career to a much longer process as your assets and family grow. A Daily Money Manager (DMM) can help. DMMs are trusted professionals who pay bills, reconcile accounts, keep track of investments, organize tax documents, review and renew insurance coverage and other financial tasks – basically anything attached to a dollar sign. How do you know if you could benefit from a DMM? If any of these situations apply to you, it could be time to hire a DMM.

Scammers and Identity Thieves

Scammers and Identity Thieves

A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...

Stop Singing the Tax Time Blues

Stop Singing the Tax Time Blues

We are coming to the end of that time of year when you have exhausted yourself preparing to send information to your tax preparer. Tax time doesn’t have to be a downer although can be a stressful and overwhelming period for many individuals. With numerous documents to...

Why to Review Beneficiaries Annually to Secure Your Wishes

Why to Review Beneficiaries Annually to Secure Your Wishes

Reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or marriages. The most compelling reason for an annual beneficiary review is to ensure your accounts distribute as you wish.

Financial Tip for December 2022

Financial Tip for December 2022

For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...

Right Now is a Good Time to Review Your Fiduciary Designations

Right Now is a Good Time to Review Your Fiduciary Designations

An up-to-date estate plan is a huge gift for your family and friends. It can avoid sending your family into court when they are already struggling to deal with your illness or death. Don’t let a judge decide who makes your health care decisions or who manages your estate.

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