Money Management Archives

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…

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…

Mastering Financial Organization: Creating a Timeless Financial Calendar

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

Financial Planning: Organizing Your Finances In a world where financial landscapes are constantly shifting, the need for effective money management remains constant. Achieving clarity and control over your finances is essential regardless of your circumstances. Effective management, whether handling a fixed income, diverse portfolios, or family finances, is critical to making informed decisions and maintaining peace of mind. This is where a timeless tool – the financial calendar – comes into play. Unlike other trends, the principles of financial…

Enjoying The Golden Years at Home: A Guide to Independence

Post category:Seniors & Caregiving
Post last modified:March 13, 2024

Celebrating homeownership month is not just about owning a property but appreciating the freedom and comfort it offers, particularly as you age. This celebration serves as a timely reminder that with the proper support, you can indeed age in place, ensuring that the place you call home continues to be a haven of comfort, independence, and cherished memories. Because home is not just a place, it's a feeling of belonging, love, and, most importantly, independence.

Organizing Your Finances

Post category:Personal Finance
Post last modified:October 16, 2024

Organizing your finances is more than having a budget. It's having financial goals, a plan, and understanding where the money you earn goes every month. You need to organize your finances if you're ready to get out of the cycle of living paycheck to paycheck and maxing out your credit cards. These steps will help you get started. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase…