Personal Finance

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

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

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…

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Post-Holiday Credit Report Check: What Your Report Reveals

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…

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Year-End Financial Checklist for a Successful New Year

Year-End Financial Checklist for a Successful New Year

As the holiday season approaches, there's one gift you can give yourself that will keep giving all year long: organized finances. This financial checklist includes important year-end steps to wrap up the year and set yourself up for success in the year ahead. Disclosure: This blog may contain affiliate links, which means we may earn a commission if you click a link and make a purchase (at no additional cost). We only recommend products and services we use and…

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Financial Gratitude: Boost Your Money Mindset for Better Wellness

Financial Gratitude: Boost Your Money Mindset for Better Wellness

Recent research from AMFM Healthcare reveals that 87% of Americans feel anxious about their finances, with nearly 79% reporting this anxiety has increased in recent months. A separate Capital One survey found that 73% of Americans rank finances as their number one source of stress—surpassing concerns about politics, work, and family. It's clear that financial pressure affects most of us, whether for short or prolonged periods, because when money troubles arise, it often feels out of our control. Financial…

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

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…

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