Daily Money Manager Archives

Organizing Your Life Documents: A Guide to Keeping Important Information in Order

Post category:Organizing
Post last modified:October 29, 2024

Life documents, such as medical records, legal documents, financial documents, and insurance information, contain crucial details about your life that may be needed in various situations. It's important to keep these documents organized and up to date to ensure easy access when needed. In this article, we will discuss the different types of life documents and provide tips on organizing your life documents. Disclosure: This blog may contain affiliate links, which means we may earn a commission if you…

Organizing Your Finances

Post category:Personal Finance
Post last modified:October 16, 2024

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…

Helping Seniors Prep for Tax Season

Post category:Seniors & Caregiving
Post last modified:February 18, 2025

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 for Tax Documents 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…

Helping Seniors with Mail Management

Post category:Seniors & Caregiving
Post last modified:June 7, 2024

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…

5 Times You Should Review Your Financial Plan

Post category:Personal Finance
Post last modified:July 1, 2024

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…