January 2022: Let’s get Organized!

January 2022: Let’s get Organized!

Let’s start the year organized! January 1st – First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 18th  – Your 4th quarter 2021 estimated taxes are due! January 31st – Your...
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...

How To Get Help Managing Money for Seniors

What is Daily Money Management? Daily Money Management is a relatively new service, which addresses an issue facing many senior citizens: handling paperwork that seems to expand endlessly. Seniors frequently become overwhelmed with the amount of medical statements and...