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Emergency Funds: An Important Part of Your Financial Strategy

When you think of your financial portfolio, your emergency fund probably isn’t the first thing that comes to mind. You’re more likely picturing your investments, retirement accounts, and that hot stock tip you’re hoping will pay off. But the truth is, your emergency fund represents more than just a rainy-day stash—it’s a critical part of your overall financial strategy.

Emergency funds can be broken down into three categories: quick, intermediate, and comprehensive.

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

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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.

April is Financial Literacy Month Too

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.

How a Daily Money Manager helps with Your Tax Return Preparation

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

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.

January 2022: Let’s get Organized!

January 2022: Let’s get Organized!

January is a great month to assess spending and determine if an adjustment will help you meet your financial goals. Revisit your budget or create a new one.

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