Nov 16, 2021
In a timely AP News article, the columnist Liz Weston CFP® of personal finance website NerdWallet shared tips on how to talk with your parents about “important money issues, such as estate planning or long-term care” this holiday season. Working with a...
Oct 28, 2021
Dad ended up in the hospital and Mom is overwhelmed, scared, and nervous about the health of her lifelong partner. A sudden visit to the Emergency Room is often the beginning of a new engagement for an Aging Life Care Professional or a daily money manager. Such...
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...
Aug 13, 2021
Many students are not educated on credit card use, managing spending and debt. What tips do you have for new credit card holders or parents looking to teach their students how to properly use a credit card? Student credit cards are great tools for your everyday...
Jul 29, 2021
Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
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