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…
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 Mail It's impossible to stop all of it, but you can cut it back quite a bit. Our blog shows you how to stop junk…
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, 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 annually means you’ll catch any significant changes that need to be included. This helps ensure the data you’re working with…
Whether you’re looking to organize your time, finances, or space, we’ve got you covered! Check six of our top blog posts to help you organize your life. Organize Your Time Planners are a great way to organize your time! Maybe you’ve used one before but didn’t find it helpful, or maybe you’ve never tried one. Either way, we’ve got blog posts that will help you successfully use a planner and maximize your time. 6 Reasons You Need a Monthly…
The demands and sacrifices of the armed forces place unique financial challenges on military members, veterans, and their families. As a result, July has been designated Military Consumer Protection Month. Military Consumer Protection refers to the set of laws, regulations, and initiatives that aim to protect military service members and their families from unfair, deceptive, or abusive practices by businesses and financial institutions. Predatory lenders, fraudulent investment schemes, and other forms of financial exploitation often target the military community.…
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