Personal Finance Archives – True Assisting https://trueassisting.com/category/finances/ Giving You The Luxury Of Time Wed, 13 May 2026 13:06:03 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://trueassisting.com/wp-content/uploads/2017/11/TA_v2_small_RGB-01-100x100.jpg Personal Finance Archives – True Assisting https://trueassisting.com/category/finances/ 32 32 After Losing a Spouse: Accounts to Update and Next Steps https://trueassisting.com/after-losing-a-spouse-accounts-to-update-and-next-steps/ https://trueassisting.com/after-losing-a-spouse-accounts-to-update-and-next-steps/#respond Wed, 06 May 2026 18:05:19 +0000 https://trueassisting.com/?p=14130 If you read our first post on managing finances after losing a spouse, you already know the most important thing: start small, and start with what’s due now. This post covers the next layer. Knowing which accounts to update after losing a spouse, who to notify, and how to protect yourself financially can make a […]

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]]> https://trueassisting.com/after-losing-a-spouse-accounts-to-update-and-next-steps/feed/ 0 Managing Finances After Losing a Spouse: Where to Start https://trueassisting.com/managing-finances-after-losing-a-spouse-where-to-start/ https://trueassisting.com/managing-finances-after-losing-a-spouse-where-to-start/#respond Mon, 20 Apr 2026 12:00:57 +0000 https://trueassisting.com/?p=14116 Losing someone you love is hard enough. Then the mail arrives. There’s a utility bill on the counter, a credit card statement you don’t recognize, and an automated email about a payment due Friday. And you realize, your spouse always handled this. You don’t know which accounts are in your name, where the passwords are, […]

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]]> https://trueassisting.com/managing-finances-after-losing-a-spouse-where-to-start/feed/ 0 A Financial Fresh Start: Financial Organization and Security https://trueassisting.com/financial-organization-and-security/ https://trueassisting.com/financial-organization-and-security/#respond Wed, 14 Jan 2026 13:58:39 +0000 https://trueassisting.com/?p=13237 January is a great time to refresh your financial health. However, organizing your paperwork without protecting your digital life is like locking your front door while leaving windows wide open. This blog is a step-by-step guide to creating financial organization and security systems that protect you and your sensitive information. Recent data shows adults 60 […]

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]]> https://trueassisting.com/financial-organization-and-security/feed/ 0 Talking to Aging Parents About Money: 5 Essential Conversations https://trueassisting.com/talking-to-aging-parents-about-money-5-essential-conversations/ https://trueassisting.com/talking-to-aging-parents-about-money-5-essential-conversations/#respond Wed, 12 Nov 2025 12:00:43 +0000 https://trueassisting.com/?p=12819 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 […]

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]]> https://trueassisting.com/talking-to-aging-parents-about-money-5-essential-conversations/feed/ 0 3 Financial Protection Habits Every Family Needs https://trueassisting.com/3-financial-protection-habits-every-family-needs/ https://trueassisting.com/3-financial-protection-habits-every-family-needs/#respond Wed, 10 Sep 2025 11:19:01 +0000 https://trueassisting.com/?p=12443 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 […]

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