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Personal Finance

Your Year-End Financial Checklist: Setting Up for Success in 2024

As the holiday season approaches, there’s one gift you can give yourself that will keep giving all year long: organized finances. Here is True Assisting’s financial checklist with essential steps to wrap up 2024 and set yourself up for financial success in 2025.   Disclosure: This blog may contain affiliate links, which means we may receive a commission if you ...

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Financial Gratitude
Personal Finance

Financial Gratitude: Boost Your Money Mindset for Better Wellness

An October 2024 survey from Market Watch found that nearly half of Americans (47%) say 2024 has been the most stressful year of their lives financially, often citing high costs for essential goods like food. Additionally, 88% of Americans feel some level of financial stress, and 65% say finances are their biggest source of stress. Therefore, it’s no secret that finances can bring stress ...

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Quicken
Personal Finance

Simplifi by Quicken: A DMM’s Review (Plus Free Template)

Why Trust This Simplifi by Quicken Review? As a member of the American Association of Daily Money Managers (AADMM), I help clients stay on top of their day-to-day finances. From managing bills and tracking expenses to organizing financial paperwork, I’ve seen firsthand how the right tools can transform daily money management from overwhelming to effortless. Simplifi by Quicken is one ...

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spending triggers
Personal Finance

Spending Triggers and How to Overcome Them

Personal finances are complex and involve more than just numbers, budgets, and bank accounts. Our perceptions, learned behaviors, stresses, and impulses influence our financial decisions, so it’s important to understand some psychological spending triggers in order to gain more control over our financial lives. This blog post will empower you to make wise and informed financial decisions when you know ...

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A woman with one hand on a laptop keyboard and the other hand on a wireless mouse.
Personal Finance

Financial Scams and How to Avoid Them

The Rise of Financial Scams and Their Consequences In recent years, we’ve seen a rise in financial scams driven largely by the rapid advancements in technology. As we’ve embraced online shopping and banking, scammers have found savvy ways to hack accounts and steal money. Scammers use the anonymity provided by digital platforms to target a wide audience and constantly refine ...

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Uncategorized

Top Summer Reads for Seniors: Print and Digital

Summer is the time to delve into a new hobby or interest. If you’re looking for something that can sharpen your mind, offer relaxation, and bring joy, consider diving into the world of reading! This blog will jumpstart your summer reading list by recommending books suited to your preferences and reading style, helping you uncover your next read! Disclosure: This ...

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Woman in a pantsuit holding her phone out to take a picture of her dining room for a home inventory.
Organizing & Productivity

HomeZada’s AI Home Inventory: A Game Changer

What comes to your mind when you think of a home inventory? Maybe thoughts like “That’s a lot of work” or “Do I really need one?” came to mind. In honor of Homeownership Month, we are discussing home inventories, what you should know, and how new technology can make creating one easier than you think.  Disclosure: This blog may contain affiliate ...

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senior woman looking out the window
Seniors & Caregiving

6 FAQs: Mental Health Challenges in Aging Answered

Our mental health significantly impacts our well-being. As we age, we can face mental health challenges, and so can our loved ones. To commemorate Mental Health Awareness Month, this blog will dive into the challenges of maintaining our mental health as we age.  What are the risk factors that contribute to mental health challenges in aging adults? Just like any ...

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We’ll prioritize your schedule using the 80/20 Principle, so you can spend your time focusing on the essential things in your life.