Recent Money Matters Blog Posts:
Busy Professionals: Three Reasons a Daily Money Manager may be Right for You
Keeping track of your money can often feel like a separate career. It is easy to go from dedicating a few hours a month paying bills as you start your career to a much longer process as your assets and family grow. A Daily Money Manager (DMM) can help. DMMs are trusted professionals who pay bills, reconcile accounts, keep track of investments, organize tax documents, review and renew insurance coverage and other financial tasks – basically anything attached to a dollar sign. How do you know if you could benefit from a DMM? If any of these situations apply to you, it could be time to hire a DMM.
Enhancing Eldercare: Creating Elder-Centric Teams to Maximize Health & Financial Well-Being
Enhancing Eldercare: An Overview As our loved ones age, managing their finances and navigating the complexities of daily life can become increasingly challenging. With other life commitments or physical distance, families struggle to find the right combination of help...
Scammers and Identity Thieves
A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...
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.