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…
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 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…
Everyone has certain daily habits and good habits they’d like to add to their lives. Habit stacking makes it easy to create new behaviors by stacking them with things you already do. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase something that we have recommended. This commission comes at no additional cost to you, but will help us keep this site up and running and ad-free!…
Cybersecurity is important all year long. During October, government and private industries raise awareness about digital security for cybersecurity awareness month. In January, Data Privacy Day shines a light on your rights to the protection of personal information, such as names, addresses, and financial information, from unauthorized access or misuse and to keep that information private, particularly from organizations and websites that aren't hackers. Together, these two areas help to ensure that individuals and organizations are able to trust…
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