Sailing through Tax Time with the Help of a Daily Money Manager

Sailing through Tax Time with the Help of a Daily Money Manager

This is the time of year when we dream about sailing through the Caribbean or island hopping on a cruise ship. So, what’s stopping us? The tax filing deadline for one. Now that last year is over we are faced with the overwhelming task of gathering information needed...
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...