Financial Gratitude: Boost Your Money Mindset for Better Wellness

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)

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

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

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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How Virtual Daily Money Management Can Transform Your Life

How Virtual Daily Money Management Can Transform Your Life

In an era where managing personal finances becomes increasingly complex, the role of a Daily Money Manager (DMM) has never been more critical. DMMs offer a lifeline to those who find the day-to-day management of their financial affairs daunting or time-consuming. This blog post explores the benefits of a DMM and the advantages of virtual services over traditional ones and shares compelling success stories from clients who have experienced significant positive changes in their lives. Understanding the Role of…

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