September marks the end of summer and the return to school for students and teachers. It is also an important month for estimated tax payments, especially for individuals who receive income without withholding—such as investment earnings or home business income....
Learn how Daily Money Managers help wealth advisors by keeping clients organized, prepared for meetings, and moving forward between planning sessions. Click here to see the full video series. ...
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...
Note: This guest blog was written by Lina Supnet-Zapata, MBA, CMC, TxCG, an Aging Life Care Manager and CEO of Mir Senior Care Management, Inc. & Care Consultants in Austin, Texas. Lina is an Advanced Professional member of the Aging Life Care Association® (ALCA)...
After Loss Financial Support How a Daily Money Manager Brings Peace to New Widows Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain...
