Recent Money Matters Blog Posts:
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.
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.
Professional Collaboration: How DMM-CPA Teamwork Can Help You During Difficult Times
Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help.
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.