Recent Money Matters Blog Posts:
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.
Financial Paperwork Got You Down?
If you or someone you know is looking for assistance with their financial paperwork, please check out the AADMM website to find a DMM in your area or one that works remotely.
5 Strategies for Juggling Life, Work & Caregiving
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job.
Why and How to Build a Financial Dream Team
When it comes to your finances, a team of professionals can help assure your financial success. You probably already have an initial set of people to help you.
Is it Time for the Daily Finances Talk with Your Aging Parents?
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help.
Financially Comfortable? How to save time on daily money management
Life priorities change and spending more time with family becomes the new focus. Financially comfortable families can choose to hire professionals to take over areas that become a lower priority.