For many people, budgeting can be tedious and stressful. It seems easier to avoid it – and in the short term, it may be. But you know that long-term you need to have a budget. Thankfully, it's a lot easier to create a budget with the help of some great apps. No more tearing your hair out in front of an Excel spreadsheet – try one of these specialty apps instead. Disclosure: This post may contain affiliate links, which…
In the hustle and bustle of modern life, managing day-to-day financial tasks can become overwhelming. This is where a Daily Money Manager (DMM) can be a game-changer. But what is a Daily Money Manager, and how can they help you? The Role of a Daily Money Manager Explained A Daily Money Manager is a professional who assists with everyday financial tasks. Their expertise spans a broad spectrum of services, including bill payments, bank account reconciliation, budgeting, financial organization, document…
You’ve indeed got it all. Great family, adorable kids and a career you’ve worked hard for, perhaps one that takes you out of town with some regularity. You’ve finally achieved the success you’ve been looking for, and you couldn’t be prouder if a bit pressed for time and a bit stressed. Sometimes you wish you had an “elf” (aka a personal assistant) to help with it all. And then you get the call; your aging parents need help. After…
Do you toss everything? Or are you a pack rat holding on to every document for all eternity, just in case? In case of what, you can't be sure, but you're not going to throw it out. The fact is, the best record retention process is somewhere in between. Setting up a filing system and a purge cycle will help you know what to keep and how long to keep it. Disclosure: This post may contain affiliate links, which…
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