A Financial Fresh Start: Financial Organization and Security

A Financial Fresh Start: Financial Organization and Security

  • Post category:Uncategorized
  • Post last modified:January 20, 2026

January is a great time to refresh your financial health. However, organizing your paperwork without protecting your digital life is like locking your front door while leaving windows wide open. This blog is a step-by-step guide to creating financial organization and security systems that protect you and your sensitive information. Recent data shows adults 60 and older lost $2.4 billion to financial scams, with email as the contact method in nearly a quarter of fraud reports. This month, during…

Continue ReadingA Financial Fresh Start: Financial Organization and Security
Talking to Aging Parents About Money: 5 Essential Conversations

Talking to Aging Parents About Money: 5 Essential Conversations

Talking to your aging parents about money often feels unnatural, intrusive, and awkward. However, if you notice that your parents are struggling to remember passwords, pay their bills on time, or keep their important documents organized, then starting a conversation about money is necessary. Checking in with your parents about their finances doesn't have to feel awkward or confrontational. You can support their needs while gaining peace of mind. We'll explore five conversations that make talking to aging parents…

Continue ReadingTalking to Aging Parents About Money: 5 Essential Conversations
Spending Triggers and How to Overcome Them

Spending Triggers and How to Overcome Them

Personal finances are complex and involve more than just numbers, budgets, and bank accounts. Our perceptions, learned behaviors, stress, and impulses influence our financial decisions, so it’s important to understand some psychological spending triggers to gain more control over our financial lives. We will empower you to make wise, 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 if you click a link…

Continue ReadingSpending Triggers and How to Overcome Them