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After Loss Financial Support

Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain of unfamiliar tasks: unpaid bills, benefit forms, changing account titles, and making sense of money that may have been managed by someone else for years.

During this fragile time, practical help from someone both knowledgeable and compassionate can make all the difference. That’s where a Daily Money Manager can step in, offering gentle structure, clear guidance, and breathing room to grieve without chaos.

Recent Money Matters Blog Posts:

School, Taxes and Health Benefits

School, Taxes and Health Benefits

September is the end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then the third quarter payment for tax year 2022 is due September 15th

How to Protect Yourself from Scammers Using Fintech

How to Protect Yourself from Scammers Using Fintech

Financial scams and fraud are more prevalent than ever and fraud can happen to anyone. While technology has brought some of this on, it also provides new methods to protect yourself, loved ones, or clients from scammers. Let’s look at an assortment of popular fintech tools.

Consistency is the key to financial independence

Consistency is the key to financial independence

Consistency is important in all aspects of life and even more so to help meet your personal financial goals. Just as compounding can grow your money, consistency, which is the compounding of effort, can help you achieve your personal financial goals.

Financial Tip for June 2022

Financial Tip for June 2022

June is a great month to review your annual spending plan and make adjustments. In addition to your monthly budget items, seasonal expenditures such as summer camp, day care, summer school, family travel, should be included.

What’s Your Current Financial Focus? Each decade you must change.

What’s Your Current Financial Focus? Each decade you must change.

Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal finance management that will likely promote financial stability across your entire life. You’ll have an edge for sustainable improvement of your personal finances.

May – focus on the details

May – focus on the details

May is a great month to review your personal finances, update important information and to weed out financial documents you no longer need.

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