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 items, seasonal...
March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down in order to give the information to your tax preparer as soon as possible for filing by the April 15th deadline. If...
You are not alone if you didn’t get around to setting your financial goals before the 2021 new year began. (After all, there were a few things going on in the world…). But it’s never too late to plan. Goal Planning Makes Success More Likely “People who write down...
For some reason, there’s a common misconception that budgeting and daily money management are only for people living paycheck-to-paycheck or young people just starting out. The truth is, you’re never too wealthy to budget. When we get financially comfortable and let...
If you’re overwhelmed by managing your day-to-day finances or fear forgetting to pay bills and sinking further in debt, consider hiring a daily money manager. In addition to tracking bills, daily money managers can help you with balancing your checkbook, collecting...
