Recent Money Matters Blog Posts:
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…
Care Collaboration: How Professional Teamwork Can Serve Your Family During Stressful Times
An Aging Life Care Professional and daily money manager team can deliver the expertise to resolve both health and financial questions quickly and allow your family to maintain familiar and loving roles.
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
Daily Money Managers Help Settle Estates
Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process.
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?
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
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
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.
July: Consistency is the key to financial independence
Just as compounding can grow your money, consistency, which is the compounding of effort, can help you achieve your personal financial goals.
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.