Thinking of Changing How You Prepare or File Your Taxes?

Thinking of Changing How You Prepare or File Your Taxes?

Feb 17, 2026

Thinking of changing how you prepare or file your taxes? Here are some things to keep in mind This is the time of year when we start gathering information to file federal and state taxes. For most of us, little will change and we’ll do what we’ve done every year. Some...
What is the difference between a bookkeeper and a daily money manager?

What is the difference between a bookkeeper and a daily money manager?

Aug 26, 2021

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...

Navigating the Money Maze for Older Adults and Their Families

Feb 16, 2021

  On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can...
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