Recent Money Matters Blog Posts:
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.
Sailing through Tax Time with the Help of a Daily Money Manager
A daily money manager can save you the time and stress spent looking for records and summarizing tax data.
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.
The Surprising Story of One Older Couple, Their Living Options, and Two Professionals
A sweet couple living in their home, in their 90s, that have no children and very few relatives, and are in need of an assisted living community. They need a cash flow analysis to determine if the couple could afford an intimate small assisted living community with very nice amenities, or the polar opposite.