Daily Money Manager

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 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…

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Financial Scams and How to Avoid Them

The Rise of Financial Scams and Their Consequences In recent years, we've seen a rise in financial scams driven largely by the rapid advancements in technology. As we've embraced online shopping and banking, scammers have found savvy ways to hack accounts and steal money. Scammers use the anonymity provided by digital platforms to target a wide audience and constantly refine their methods to keep up with new trends and technology. Understanding Financial Scams: What You Need to Know Awareness…

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Clean Up Your Finances This Spring

Spring is a season for fresh starts, including for your finances. April is Financial Capability Month and the perfect time to spring clean your finances to achieve your goals. This blog shares a checklist to simplify tweaking your budget to help you reach your financial goals.  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…

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Daily Money Manager: Your Path to Financial Well-being

It's no secret that humans have more on their plates than ever before. We are busier than any other generation, and our finances are more complex. This leaves many feeling like managing their finances is too daunting and time-consuming. So, what is the solution to this problem of being overwhelmed by managing personal finances? Keep reading to learn about Daily Money Managers and how their services can reduce stress and increase your financial well-being. Benefits of Hiring a Personal…

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Technology for Time Management – A Gateway to Simplified Living

In our fast-moving world, where time is invaluable, embracing technology for time management has become a cornerstone for those seeking to streamline their daily lives. Whether you're navigating the golden years or balancing a hectic schedule, the power of technology in boosting efficiency and gifting us extra hours is undeniable. We'll delve into how technology revolutionizes our daily routines and brings simplicity and organization to our lives. Disclosure: This blog may contain affiliate links, which means we may earn…

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