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Credit Cards Weighing You Down? Up your credit card savvy.

We are all using plastic more than ever—for both large and small purchases. And so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014.

Recent Money Matters Blog Posts:

Daily Money Managers Help Settle Estates

Daily Money Managers Help Settle Estates

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.

What is the difference between a bookkeeper and a daily money manager?

What is the difference between a bookkeeper and a daily money manager?

People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money manager before. Both keep an eye on day-to-day finances, but daily money managers are distinctively different from bookkeepers because of who they serve, and they have different skill sets.

A Daily Money Manager will help you and work with your financial team

A Daily Money Manager will help you and work with your financial team

In your financial life, it’s important to have a team of trusted advisors to help you make the best financial decisions for your present and your future. Knowing your strengths puts you in a great position to be able to build a great team. Your daily money Manager is familiar and works with a variety of professionals to organize your financial life to help you. A daily money manager walks beside you to review what is already in place and help you build the team with all the necessary players.

Examples of How to Cope if You’re Feeling Financial Anxiety

Examples of How to Cope if You’re Feeling Financial Anxiety

Financial Anxiety is an internal trigger from thoughts relating to money. It is a feeling of distress and can be described as worry. An example is when someone has thoughts of not having enough money to retire or worrying about being laid off.

It’s Never Too Late to Set Your Annual Financial Goals!

It’s Never Too Late to Set Your Annual Financial Goals!

You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. Writing down your goals can immediately make you feel better — as well as making it more likely you will succeed in achieving them.

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