Personal Finance Archives

Tax Season 2025: What’s New and What You Need to Know

Post category:Personal Finance
Post last modified:February 18, 2025

The W-2s are arriving, and tax season 2025 is in full swing. Tax season can feel overwhelming, but with the correct information and a little preparation, you can tackle it with confidence. Whether you're filing as early as possible or taking some time to gather your documents, staying informed about the latest tax updates is key. Let's break down what's changed for 2025 and how to get organized. Disclosure: This blog may contain affiliate links, which means we may…

Post-Holiday Credit Report Check: What Your Report Reveals

Post category:Personal Finance
Post last modified:January 21, 2025

The tinsel is packed away, and those holiday credit card statements are rolling in. January is the perfect time to pull your credit report to assess where you stand after the season of giving and plan how to use credit in the new year. A credit report check will help you spot any errors, know where your credit stands, and make plans to improve your credit in the New Year. Disclosure: This blog may contain affiliate links, which means…

Your Year-End Financial Checklist: Setting Up for Success in 2025

Post category:Personal Finance
Post last modified:February 5, 2025

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 click a link and purchase something we have recommended. This commission comes at no additional cost to you. Thank…

Financial Gratitude: Boost Your Money Mindset for Better Wellness

Post category:Personal Finance
Post last modified:January 9, 2025

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 into our lives, whether for short or prolonged periods, because when financial troubles arise, it can often feel out…

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

Post category:Personal Finance
Post last modified:October 21, 2024

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 of my favorite tools for organizing and managing my clients' day-to-day finances. GET YOUR FREE EXPENSE TRACKING TEMPLATE: Start…