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How to Securely Share Financial Information Online

Learn how to secure your financial information when sending it over email or the Internet. Get your money tasks done without risking your finances.

Recent Money Matters Blog Posts:

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.

December Financial Tips

December Financial Tips

With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month.

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