Personal Finance Archives

Protecting Yourself from Credit Card Fraud

Post category:Organizing & Productivity Personal Finance
Post last modified:August 22, 2024

Credit Card Fraud Protection: What You Need to Know Credit fraud, or identity fraud, is becoming increasingly common with every technological advancement. There are two types of credit fraud. One involves someone accessing an existing account of yours and fraudulently using your money or credit card to purchase items for themselves. The other involves someone opening a new credit card in your name without your knowledge. New account fraud victims are three times as likely to be unaware of…

Daily Money Manager: A Key to Streamline Personal Finance

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

In the hustle and bustle of modern life, managing day-to-day financial tasks can become overwhelming. This is where a Daily Money Manager (DMM) can be a game-changer. But what is a Daily Money Manager, and how can they help you? The Role of a Daily Money Manager Explained A Daily Money Manager is a professional who assists with everyday financial tasks. Their expertise spans a broad spectrum of services, including bill payments, bank account reconciliation, budgeting, financial organization, document…

How a Personal Assistant Can Help with Your Finances

Post category:Organizing & Productivity Personal Finance Shopping
Post last modified:February 3, 2023

You’ve indeed got it all. Great family, adorable kids and a career you’ve worked hard for, perhaps one that takes you out of town with some regularity. You’ve finally achieved the success you’ve been looking for, and you couldn’t be prouder if a bit pressed for time and a bit stressed. Sometimes you wish you had an “elf” (aka a personal assistant) to help with it all. And then you get the call; your aging parents need help. After…

Navigating Tax Season: Timeless Tips for Every Year

Post category:Personal Finance
Post last modified:March 4, 2024

As the tax season rolls around, it's essential to be well-prepared, regardless of the year. Whether you're enjoying retirement, managing significant wealth, or balancing the needs of both children and aging parents, understanding your tax obligations is crucial. Let's explore what you need to know to navigate tax season easily every year. Getting an Extension Life can be unpredictable; sometimes, you need more time to file your taxes. It's important to remember that while you can file for an…