Recent Money Matters Blog Posts:
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.
March: Down to the Wire for Taxes and Looking Forward
March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down.
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.
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.
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.