Organizing your finances and the associated paperwork can be confusing. As a daily money manager, part of my job is to help my clients manage all of it. In this post, I’m sharing some of my best tips. 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. Read our full privacy policy here.…
I'm a huge fan of to-do lists. As a professional organizer, I rely on to-do lists for my tasks as well as for my clients. As a daily money manager, I see first-hand the struggles people have with money and finances. One solution is a financial to-do list. I've put different tasks in different months, but unless they're time-sensitive, feel free to move them around if a different month would make more sense for your life. It's your financial…
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! Thank you for all the support. You’re under no obligation to purchase anything and should only do so if the product will suit your needs. According to a 2019 report, 1/3 of Americans…
Embarking on the journey of financial planning can often feel daunting, especially if you're new to the world of personal finance. Our guide, Financial Planning Basics, is crafted to ease this journey, offering a friendly and clear roadmap to help you navigate the complexities of managing your finances confidently. Whether starting from scratch or looking to enhance your existing financial strategy, this guide is your go-to resource. Disclosure: This post may contain affiliate links, which means we may receive…
Did you know that 70% of people over 65 will need some form of long-term care? October is the perfect time to start thinking about your long-term care planning. This comprehensive guide will explore the four pillars you should consider: housing, health, legal, and financial. Let's dive in! Housing: Making Your Space Comfortable and Accessible When it comes to long-term care planning, your housing situation is an important factor. Whether you're considering aging in place or exploring retirement communities,…
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