September: 2020 Is Not What Any of Us Expected It to Be

September: 2020 Is Not What Any of Us Expected It to Be

Since COVID started, we have all had to make changes to our daily routines. Tasks that we used to do without a second thought now take extra planning and preparation … When is the best time to go to the grocery store? Do I have my mask? Do I have my hand sanitizer? Do...
Is it Time for the Daily Finances Talk with Your Aging Parents?

Is it Time for the Daily Finances Talk with Your Aging Parents?

Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help. As a daily money manager, I have frequent conversations with older clients about...