Financial Self-Sufficiency: 10 Smart Ways to Save Money at Home

In today's unpredictable economic landscape, creating financial self-sufficiency begins at home. We've researched great resources to increase your household's self-sufficiency while reducing expenses and building resilience. Overall, adopting a single strategy from this collection could make a meaningful difference in your monthly budget. No matter your living situation, these approaches can be customized to fit your space and circumstances. Disclosure: This blog may contain affiliate links, which means we may earn a commission if you click a link and…

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Tax Season 2025: What’s New and What You Need to Know

The W-2s are arriving, and tax season 2025 is in full swing. Tax season can feel overwhelming, but with the correct information and a little preparation, you can tackle it with confidence. Whether you're filing as early as possible or taking some time to gather your documents, staying informed about the latest tax updates is key. Let's break down what's changed for 2025 and how to get organized. Disclosure: This blog may contain affiliate links, which means we may…

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Your Year-End Financial Checklist: Setting Up for Success in 2025

As the holiday season approaches, there's one gift you can give yourself that will keep giving all year long: organized finances. Here is True Assisting's financial checklist with essential steps to wrap up 2024 and set yourself up for financial success in 2025.   Disclosure: This blog may contain affiliate links, which means we may receive a commission if you click a link and purchase something we have recommended. This commission comes at no additional cost to you. Thank…

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Financial Gratitude: Boost Your Money Mindset for Better Wellness

An October 2024 survey from Market Watch found that nearly half of Americans (47%) say 2024 has been the most stressful year of their lives financially, often citing high costs for essential goods like food. Additionally, 88% of Americans feel some level of financial stress, and 65% say finances are their biggest source of stress. Therefore, it's no secret that finances can bring stress into our lives, whether for short or prolonged periods, because when financial troubles arise, it can often feel out…

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Simplifi by Quicken: A DMM’s Review (Plus Free Template)

Why Trust This Simplifi by Quicken Review? As a member of the American Association of Daily Money Managers (AADMM), I assist clients in managing their day-to-day finances effectively. From managing bills and tracking expenses to organizing financial paperwork, I've seen firsthand how the right tools can transform daily money management from overwhelming to effortless. Simplifi by Quicken is one of my favorite tools for organizing and managing my clients' day-to-day finances. GET YOUR FREE EXPENSE TRACKING TEMPLATE: Start organizing…

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