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After Loss Financial Support

Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain of unfamiliar tasks: unpaid bills, benefit forms, changing account titles, and making sense of money that may have been managed by someone else for years.

During this fragile time, practical help from someone both knowledgeable and compassionate can make all the difference. That’s where a Daily Money Manager can step in, offering gentle structure, clear guidance, and breathing room to grieve without chaos.

Recent Money Matters Blog Posts:

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…

October 2021 Financial Tip

October 2021 Financial Tip

October is also a good time to check and, if needed, adjust your 2021 tax withholding. If you’re not withholding enough, you could face an unexpected tax bill or even an underpayment penalty

School, Taxes and Health Benefits 2021

School, Taxes and Health Benefits 2021

The third quarter payment for tax year 2021 is due September 15th If you plan on using the postal service, it is considered on time if it is postmarked on or before the due date. Open enrollment for 2022 health benefits begins November 1st

What is the difference between a bookkeeper and a daily money manager?

What is the difference between a bookkeeper and a daily money manager?

People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money manager before. Both keep an eye on day-to-day finances, but daily money managers are distinctively different from bookkeepers because of who they serve, and they have different skill sets.

August: Living in the Moment and Looking Ahead

August: Living in the Moment and Looking Ahead

SPARK JOY WITH YOUR FINANCIAL GOALS Think about what makes you happy: Is it the family summer vacation? The idea of owning your dream home? Retiring early? If you aren’t actively planning for any of these things, why not? Maybe it’s time to re-prioritize your goals.

A Daily Money Manager will help you and work with your financial team

A Daily Money Manager will help you and work with your financial team

In your financial life, it’s important to have a team of trusted advisors to help you make the best financial decisions for your present and your future. Knowing your strengths puts you in a great position to be able to build a great team. Your daily money Manager is familiar and works with a variety of professionals to organize your financial life to help you. A daily money manager walks beside you to review what is already in place and help you build the team with all the necessary players.

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