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.

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.

January 2021: Off to a Great Start

January is a great month to assess spending and determine if an adjustment will help you meet your financial goals.

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 .

December: Planning ahead

With so much going on in our lives, it is easy to overlook several of the important financial dates for this month, so here’s a reminder.

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.

November: Giving Thanks and Year End Planning

Everything has changed in 2020 but much remains the same. We still give thanks for family and the friendships we have. And as the year comes towards an end, there are time-sensitive financial decisions and tasks to consider.

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.