Organizing your finances and the associated paperwork can be confusing. As a daily money manager, part of my job is helping clients manage all of this. In this post, I share 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. Money in…
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…
Recent data from Bankrate shows that about one in three Americans has more credit card debt than personal savings. On top of that, for the first time in history, we have more than $1 trillion in credit card debt. If you’re one of the many people who contribute to these statistics, check out the following to stop wasting money and start saving more. Disclosure: This blog may contain affiliate links, which means we may earn a commission if you…
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 the age of 65 will need some form of long-term care? Now is the perfect time to start planning. This resource explores the four pillars you should consider: housing, health, legal, and financial. Let's get started! 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, the key is choosing…