Daily Money Manager

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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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…

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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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