Recent Money Matters Blog Posts:
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.
September: 2020 Is Not What Any of Us Expected It to Be
Tasks that we used to do without a second thought now take extra planning and preparation. Here is your September 2020 Financial Tip
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.
August: Living in the Moment and Looking Ahead 2020
It’s more important than ever that we don’t let our financial vigilance go “on vacation”. August is a good month to check your credit report.
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.
July: Financial Independence is the Goal!
We are officially midway through the year! July is a great time to pause and review your financial state.
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.
June: Taxes, Graduations, and Summer Expenses… Oh my!
This year the IRS deadline has been extended to July 15th. Be sure to submit your federal estimates via mail or online no later than July 15th. But, some states have not extended their deadline
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.
Be Aware of Coronavirus Scams
Scammers never stop. They can take any situation and devise ways to trick people out of their money and steal their identities. Be aware of scams and know how to respond.