Financial Gratitude: Boost Your Money Mindset for Better Wellness

An October 2024 survey from Market Watch found that nearly half of Americans (47%) say 2024 has been the most stressful year of their lives financially, often citing high costs for essential goods like food. Additionally, 88% of Americans feel some level of financial stress, and 65% say finances are their biggest source of stress. Therefore, it's no secret that finances can bring stress into our lives, whether for short or prolonged periods, because when financial troubles arise, it can often feel out…

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Simplifi by Quicken: A DMM’s Review (Plus Free Template)

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…

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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, stresses, and impulses influence our financial decisions, so it’s important to understand some psychological spending triggers in order to gain more control over our financial lives. This blog post will empower you to make wise and 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…

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Clean Up Your Finances This Spring

Spring is a season for fresh starts, including for your finances. April is Financial Capability Month and the perfect time to spring clean your finances to achieve your goals. This blog shares a checklist to simplify tweaking your budget to help you reach your financial goals.  Disclosure: This blog may contain affiliate links, which means we may earn a commission if you click a link and make a purchase (at no additional cost). We only recommend products and services…

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Daily Money Manager: Your Path to Financial Well-being

It's no secret that humans have more on their plates than ever before. We are busier than any other generation, and our finances are more complex. This leaves many feeling like managing their finances is too daunting and time-consuming. So, what is the solution to this problem of being overwhelmed by managing personal finances? Keep reading to learn about Daily Money Managers and how their services can reduce stress and increase your financial well-being. Benefits of Hiring a Personal…

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