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Caffeine + Cybersecurity = Secure Your Mental Health

When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through feelings of embarrassment, shame, and feeling violated and victimized.

Recent Money Matters Blog Posts:

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.

Financial Tip for November 2021

Financial Tip for November 2021

As 2021 draws to an end, here are several time-sensitive financial tasks to consider in November. Retirement planning, tax implications…

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