I try to inform and entertain about the ups and downs of what we do to help our senior clients in these blog postings. Unfortunately, this week, I need to share one of those down moments… In a recent post, I kind of shared a rough experience I was going through with a client. In […]
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I stumbled upon an awesome article that I wanted to share with you. William Power from The Wall Street Journal wrote an article entitled, “The Difficult, Delicate Untangling of Our Parents’ Financial Lives” that outlines the difficulty in trying to step in and help help aging parents with their daily life and money matters. I […]
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OH NO! Oh, yes… The dreaded Tax Day is just around the corner… One good piece of news this year is that you get a few extra days to file: tax returns are due April 18 this year! It’s all due to Washington, DC having a holiday (Emancipation Day) that falls on April 15. Click […]
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Phew… People often ask me, “What’s it like to be a Daily Money Manager?” Well, the last few weeks have been hectic: I had a crisis situation with a client I had to deal with but… It’s all a day in the life of a Daily Money Manager! No two days are ever alike and […]
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I like to brag about how we get things done and save our clients money by implementing daily money management services into their lives. We pride ourselves on being trusted advocates for our clients. But people will ask me, “how do you advocate for a client? Give me an example of how you save them […]
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When I get the opportunity to present to groups of people about our services, I always start out by asking for a show of hands, “Who here enjoys sitting down once or twice a month to open and sort mail and make sure your bills get paid?” Crickets. Okay, rarely I get the one oddball […]
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It’s coming… The dreaded tax season is almost upon us… And while we have a little more time this year to file (more on that in a bit), now is the time to start gathering our paperwork! The government will process over 147 million individual tax returns; the total amount of individual refunds amounts to […]
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We all want to be able to organize our schedules and have the commitment to maintain them on a day-to-day basis, but how? Creating a workable schedule is typically time-consuming and often results in a frustrating battle with your calendar. Organization is beneficial for everyone and can be easily adapted to suit individual needs. And […]
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Is your financial paperwork a jumbled mess? I hope not because we just spent the last month giving you easy tips to get organized! Click here and here if you missed it. But if you still answered “yes,” you’re certainly not alone. The good news is that there are many simple things you can do […]
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Last month was National Organization Month and we talked a lot about how to get your home and office more organized. Now, we’re going to help you get your paperwork and finances in order before tax time rolls around. I can hear you, “But Barbara, organizing papers is soooooo booooooring! I’d rather go clean the […]
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