March: Financial Tip of the Month

March: Financial Tip of the Month

March is often considered the “crunch time” for tax preparation. This is when any missing documents and forms should be tracked down and provided to your tax preparer ahead of the April filing deadline. Prepare for Filing If you plan to use a tax software program,...
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...
Holiday Budgeting Conversations with Older Loved Ones

Holiday Budgeting Conversations with Older Loved Ones

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

After Loss Financial Support

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...
Organizing Tax Paperwork for Easy Tax Filing

Organizing Tax Paperwork for Easy Tax Filing

I know what you’re thinking: the month of February is bad enough with its bleak weather. Winter doldrums shift into high gear. Many of us have been stuck inside due to successive winter storms or frigid temperatures, our patience running low with family members and...
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