Daily Money Manager

Organizing Your Finances

Organizing your finances is more than having a budget. It's having financial goals, a plan, and understanding where the money you earn goes every month. You need to organize your finances if you're ready to get out of the cycle of living paycheck to paycheck and maxing out your credit cards. These steps will help you get started. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase…

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Helping Seniors Prep for Tax Season

As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So if you're helping a senior in your life prep for tax season, here's what you need to know. Watch the Mail During January and February, important tax-related documents will arrive in the mail. While you may be able to set mail aside to deal with later during most of the year, the first two months of the year, you…

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Helping Seniors with Mail Management

Even under the best of circumstances, managing mail can be challenging. Of course, junk mail is a big culprit, but for seniors, leaving piles of mail unattended can also mean bills go unpaid and important information is missed. These tips on helping seniors with mail management can bring order to the chaos.Stop Junk MailIt's impossible to stop all of it, but you can cut it back quite a bit. Our blog shows you how to do it.Set Up a…

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5 Times You Should Review Your Financial Plan

Life changes. You change jobs, move, get married/divorced, have kids, etc. As a result, your financial plan should change with you. To ensure it does, be sure to review it in at least these five situations. At Least Yearly, Ongoing At a minimum, you should review your financial plan yearly. Even if you ignore it during these other suggested times, reviewing it yearly means you’ll catch any significant changes that need to be included. This helps ensure the data…

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5 Times You Should Review Your Financial Plan

Life changes. You change jobs, move, get married/divorced, have kids, etc. As a result, your financial plan should change with you. To ensure it does, be sure to review it in at least these five situations. At Least Yearly, Ongoing At a minimum, you should review your financial plan yearly. Even if you ignore it during these other suggested times, reviewing it yearly means you’ll catch any significant changes that need to be included. This helps ensure the data…

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