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…
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…
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 out eight of our top blog posts to help you organize your life. Organize Your Time We all have the same amount of time in a day but for most of us, it never seems like there's enough of it. Make the most of your time by organizing and scheduling it with a planner! Maybe you’ve used one before but didn’t find it helpful,…
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. Resources for consumers to help ensure you're safe from scams and fraud. The Need for Consumer…
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