A Young Adults’ Guide to Living Alone

A Young Adults’ Guide to Living Alone

For many young adults striking out on their own, the ultimate goal is to live alone without roommates. But is this goal feasible from a financial perspective? To find out, you need a clear picture of your finances. The word “budget” often has a negative...
When Building a Budget, Keep Your “Why” in Mind

When Building a Budget, Keep Your “Why” in Mind

When building a budget, keep your “why” in mind Creating a budget is a fundamental step toward achieving financial stability and reaching your financial goals. However, the process can sometimes feel overwhelming or restrictive. The key to a successful...
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...
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...
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