Recent Money Matters Blog Posts:
Are you overspending your budget? 7 tips on how to switch to savings
With a little bit of planning and deliberate decision making you CAN change from overspending to saving. Learning how to not overspend is difficult, but it can be done
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.
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 is a great month to review your personal finances, update important information and to weed out financial documents you no longer need.
How to Teach Your Children About Money Management for the Long Term
Money. It’s a topic that is often difficult to discuss. Although it may be uncomfortable, children whose parents are more open about money will often go on to become good stewards of money themselves.
April is Financial Literacy Month Too
As you gather and review your tax documents in preparation for filing by the April 18th, this is an excellent time to review your spending habits and create a savings plan and emergency fund if you don’t currently have one.
Do You Really Have to Fill Out Your Tax Organizer?
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.
March: Down to the Wire for Taxes and Looking Forward
March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down for filing by the April 18, 2022, deadline.
How a Daily Money Manager helps with Your Tax Return Preparation
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).
It is all about Taxes
You have probably started getting 1099s of various types for financial statements, school tuition, contract work or other income sources, as well as W-2s if you have an employer.