5 Times You Should Review Your Financial Plan

5 Times You Should Review Your Financial Plan

Life changes. You change jobs, move, get married/divorced, have kids, etc. As a result, your financial plan should change with you. To ensure it does, review it in at least these five situations. At Least Yearly, Ongoing At a minimum, you should review your financial plan yearly. Even if you ignore it during these other suggested times, reviewing it annually means you’ll catch any significant changes that need to be included. This helps ensure the data you’re working with…

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Benefits of Hiring a Personal Assistant/Daily Money Manager

Benefits of Hiring a Personal Assistant/Daily Money Manager

Enhance Your Life: Top Benefits of a Personal Assistant & Money Manager Hiring a personal assistant who's also a daily money manager can make your life much easier. They help with a variety of tasks. If one of these scenarios sounds like your situation, you may want to consider hiring one. You've worked hard your whole life, saved and invested wisely, and now it's time to enjoy life. Instead of spending your days working, you currently spend your days…

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How a Personal Assistant Can Help with Your Finances

How a Personal Assistant Can Help with Your Finances

You’ve indeed got it all. Great family, adorable kids and a career you’ve worked hard for, perhaps one that takes you out of town with some regularity. You’ve finally achieved the success you’ve been looking for, and you couldn’t be prouder if a bit pressed for time and a bit stressed. Sometimes you wish you had an “elf” (aka a personal assistant) to help with it all. And then you get the call; your aging parents need help. After…

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Let a Personal Assistant Plan Your Next Event

Let a Personal Assistant Plan Your Next Event

Spring is on the way! After the weird winter we’ve had in the Southern NH and Northern Massachusetts area, it’s nice to know some warmer weather is on the way. Spring is also a time for parties and events. Whether they’re to celebrate business success, a wedding, or other momentous occasions, using a personal assistant as your event planner makes these events enjoyable for everyone and less stressful for you to plan. Business Event Planning Whether you’re celebrating a…

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How a Personal Assistant Saves You Money

How a Personal Assistant Saves You Money

The Financial Benefits of a Personal Assistant In today's fast-paced world, finding a balance in our lives can be tricky. That's where the role of a personal assistant becomes crucial, as a personal assistant saves not just time but also money, debunking the misconception that such support is only for the wealthy. Recent studies have actually shown that having a personal assistant offers benefits to everyone, debunking the misconception that you need to live a certain lifestyle to benefit…

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