Recent Money Matters Blog Posts:
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.
3 Reasons to Organize Your Finances and Where to Start
Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. Here are 3 reasons to get financially organized.
Examples of How to Cope if You’re Feeling Financial Anxiety
Financial Anxiety is an internal trigger from thoughts relating to money. It is a feeling of distress and can be described as worry. An example is when someone has thoughts of not having enough money to retire or worrying about being laid off.
When Your Personal Life Needs to Run Like a Business
Many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business.
Building a Successful Relationship with Your DMM Beyond Bill Paying
Daily money managers are much more than bill payers. Many daily money managers (DMMs) provide services that extend well beyond these basic functions to meet the needs of their clients.
It’s Never Too Late to Set Your Annual Financial Goals!
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. Writing down your goals can immediately make you feel better — as well as making it more likely you will succeed in achieving them.
You’re Never Too Wealthy to Budget
There’s a common misconception that budgeting and daily money management are only for people living paycheck-to-paycheck or young people just starting out. The truth is, you’re never too wealthy to budget.
How to make your next right financial decision
Creating good financial habits, while avoiding known disastrous mistakes, is generally more impactful to make the right decision .
Pandemic tax changes you need to know now
The pandemic invades every aspect of our lives and taxes are no exception. Two major tax bills were passed in response to the COVID-19 pandemic, which could have an effect on your 2020 taxes.
Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? There is a growing need for people who can act as their agents for financial matters.