Personal Finance

Post-Holiday Credit Report Check: What Your Report Reveals

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…

Continue ReadingPost-Holiday Credit Report Check: What Your Report Reveals

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

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

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

Continue ReadingFinancial Gratitude: Boost Your Money Mindset for Better Wellness

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 assist clients in managing their day-to-day finances effectively. 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 organizing…

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

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 what drives your spending habits.  Disclosure: This blog may contain affiliate links, which means we may earn a commission…

Continue ReadingSpending Triggers and How to Overcome Them