It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job. Unless the caregiver duties are shared with another reliable individual, this can be more than a 24/7 responsibility. Caregivers of aging parents, children...
What is Daily Money Management? Daily Money Management is a relatively new service, which addresses an issue facing many senior citizens: handling paperwork that seems to expand endlessly. Seniors frequently become overwhelmed with the amount of medical statements and...
A daily money manager might fit the bill AARP – Imagine having someone who makes sure your bills are paid on time, organizes your tax documents and hands them off to your accountant, and even follows up with your insurance company because you were supposed to be...
