Finances Archives

Your Year-End Financial Checklist: Setting Up for Success in 2024

Post category:Personal Finance
Post last modified:December 18, 2024

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…

Financial Gratitude: Boost Your Money Mindset for Better Wellness

Post category:Personal Finance
Post last modified:November 20, 2024

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…

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

Post category:Personal Finance
Post last modified:October 21, 2024

Why Trust This Simplifi by Quicken Review? As a member of the American Association of Daily Money Managers (AADMM), I help clients stay on top of their day-to-day finances. 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…

Spending Triggers and How to Overcome Them

Post category:Personal Finance
Post last modified:September 11, 2024

Personal finances are complex and involve more than just numbers, budgets, and bank accounts. Our perceptions, learned behaviors, stresses, and impulses influence our financial decisions, so it’s important to understand some psychological spending triggers in order to gain more control over our financial lives. This blog post will empower you to make wise and informed financial decisions when you know what drives your spending habits. Disclosure: This blog may contain affiliate links, which means we may earn a commission…

Building a Financial Calendar: Money Management Guide Part 2

Post category:Personal Finance
Post last modified:July 9, 2024

Building a Financial Calendar for Money Management Welcome back to Part 2 of our journey into mastering financial organization with a timeless financial calendar. In Part 1, we examined what a financial calendar for money management is and its crucial components. Now, let's roll up our sleeves and walk through the practical steps of creating your own financial calendar, a tool that will not only organize but also empower your financial decision-making. Benefits of a Financial Calendar: Streamlining Your…