Recent Money Matters Blog Posts:
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.
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
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.
May Financial Tip: Focus on The Details
May is a great month to review your personal finances. This is especially relevant in 2021 because due to IRS changes.
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.
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.
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.