Financial Tip for December 2022

Financial Tip for December 2022

For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...
How a Daily Money Manager helps with Your Tax Return Preparation

How a Daily Money Manager helps with Your Tax Return Preparation

Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. These are the “mental processes that enable us to plan, focus attention,...
August: Living in the Moment and Looking Ahead

August: Living in the Moment and Looking Ahead

August is usually a time when people enjoy well-deserved vacations and time away from school and work. Many look forward to this month as a time to relax and recharge before heading back to their usual schedules in September. Taking time off from one’s regular routine...
How to find the right kind of financial coach for you

How to find the right kind of financial coach for you

Boston Globe, August 26, 2020 – Paula Canaday-Daeke, the owner of Fiscally Balanced in Atlanta highlights the services performed by daily money managers and how to find a daily money manager near you on AADMM’s website. Author Susan Moeller explains, “A...
August: Living in the Moment and Looking Ahead

August: Living in the Moment and Looking Ahead 2020

One television commercial that has been around awhile has an actor ask the question “What’s in your wallet?” referring to a specific credit card. For this month’s Financial Tip, the question is “What’s in your credit report?” August is usually a time when people enjoy...