Daily Money Manager Archives

Daily Money Manager: A Key to Streamline Personal Finance

Post category:Personal Finance
Post last modified:December 1, 2023

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…

How a Personal Assistant Can Help with Your Finances

Post category:Organizing & Productivity Personal Finance Shopping
Post last modified:February 3, 2023

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…

How Long Do I Have to Keep This?

Post category:Organizing & Productivity
Post last modified:March 21, 2024

Mastering Document Retention: Key Strategies for Efficient Record Keeping 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 won't 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:…