Talking to your aging parents about money often feels unnatural, intrusive, and awkward. However, if you notice that your parents are struggling to remember passwords, pay their bills on time, or keep their important documents organized, then starting a conversation about money is necessary. Checking in with your parents about their finances doesn’t have to feel awkward or confrontational. You ...
In 2024, the U.S. Federal Trade Commission received over 1.1 million identity theft reports, resulting in losses exceeding $12.7 billion (source). It’s easy to think identity theft won’t happen to you—until it does. One hacked email account can expose family photos, bank information, and even your kids’ schoolwork. As part of Cybersecurity Awareness Month, we’re sharing simple habits to protect ...
September is a month of fresh starts as we welcome autumn, enjoy cooler temperatures, and get into a more structured routine than summer often affords. As a new season begins, we can also find ourselves evaluating and choosing financial protection measures for our financial assets. Unfortunately, many families that think they were well-prepared for disaster to strike find out that ...
In the first quarter of 2025, credit card fraud reports rose 24% to 154,483 filed (source). As a daily money management service, we’ve seen firsthand how devastating these crimes can be for our clients and their families. In this blog, we’re walking you through straightforward tips to safeguard your financial and personal information. Disclosure: This blog may contain affiliate links, ...
If you’ve ever felt uncertain about how to prepare for your financial future, you are not alone. Whether preparing for retirement, caring for aging parents, or planning for your children’s education costs, gaining clarity about your financial future through personal financial forecasting can build your confidence and put your mind at ease. Personal financial forecasting doesn’t have to be complicated ...
In today’s unpredictable economic landscape, creating financial self-sufficiency begins at home. We’ve researched great resources to increase your household’s self-sufficiency while reducing expenses and building resilience. Overall, adopting a single strategy from this collection could make a meaningful difference in your monthly budget. No matter your living situation, these approaches can be customized to fit your space and circumstances. Disclosure: ...
As caregivers everywhere face the challenge of managing essential documents for their loved ones, many can relate to this common scenario: rushing a parent to the ER in the middle of the night, frantically searching for current medication information while medical staff waits. In those stressful moments, caregivers often realize that all those critical caregiver documents exist somewhere, not when ...
Hidden Caregiver Financial Resources: Financial Assistance Programs You May Not Know About Caregiving often feels like a lonely journey, and you’re constantly searching for support that seems just out of reach. While most caregivers know about the basics like Medicare and Social Security, there’s a whole world of lesser-known, hidden financial resources and programs that could significantly improve their caregiving ...
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