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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 June 2021: Review and Plan

Financial Tip for June 2021: Review and Plan

June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities.

Examples of How to Cope if You’re Feeling Financial Anxiety

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.

April is Financial Literacy Month

April is Financial Literacy Month

April is financial literacy month.
As you gather tax documents in preparation for filing by the new deadline of May 17th, this is an excellent time to review your spending habits and create a savings plan and emergency fund.

February: Focusing on Taxes

February: Focusing on Taxes

During February, we celebrate Groundhog Day, Valentine’s Day, Black History Month and other events. It is also the time to prepare for the upcoming tax season.

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