Are you overspending your budget? 7 tips on how to switch to savings

Are you overspending your budget? 7 tips on how to switch to savings

There is no magical one-size-fits-all solution to developing and living on a budget designed to meet your goals. While there are many tools to help, the one common requirement is a commitment not to overspend. With a little planning and deliberate decision-making, you...
Financial Tip for June 2022

Financial Tip for June 2022

Review and Plan June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget...
January 2022: Let’s get Organized!

January 2022: Let’s get Organized!

Let’s start the year organized! January 1st – First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 18th  – Your 4th quarter 2021 estimated taxes are due! January 31st – Your...
What is the difference between a bookkeeper and a daily money manager?

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

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...
A Daily Money Manager will help you and work with your financial team

A Daily Money Manager will help you and work with your financial team

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...