Recent Money Matters Blog Posts:
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...
How a Daily Money Manager Helps Your Investment Advisor or CFP® Professional
The benefits of building a personal financial team of two or more professionals: A recap of the monthly online video Lakeside Chat about how daily money managers can help older adults, high-net-worth families, and other professionals.
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.
How You Can Manage the Parent-Child Relationship Reversal after a Crisis
Helping our aging loved ones can be challenging. Aging can affect judgment and memory. Now may be the perfect time to make sure you have estate planning and medical paperwork in order.
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.
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.
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.
Why are Some of Us More Vulnerable to Financial Fraud?
Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter. While no one demographic characteristic makes one person more susceptible to fraud than another, some people are more likely to be victimized.
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
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.