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.

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.

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.

Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. Here are 3 reasons to get financially organized.