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

If you are looking to help the Senior in your life with mail management, look no further! We are diving into how to make mail management more sustainable and less overwhelming in this blog post. 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 mail. Set Up a Mail Management System You can't be there to go through the mail every day. So give…

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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, 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…

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8 Blog Posts to Organize Your Life

Whether you’re looking to organize your time, finances, or space, we’ve got you covered! Check out eight 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…

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