Personal Finance Archives

6 Must-Have Tech Tools for Family Security Online

Post category:Organizing & Productivity
Post last modified:February 26, 2025

We live and store much of our modern lives online, requiring us to proactively manage our online privacy and protect sensitive information. When your digital life is secure and organized, it protects your family and brings peace of mind. With integrated tech solutions, your family can enjoy security, simplify daily digital interactions, and maintain better control over your online presence. Let's dive into six essential tech tools for your family's security, all used and trusted by us at True…

Tax Season 2025: What’s New and What You Need to Know

Post category:Personal Finance
Post last modified:February 18, 2025

The W-2s are arriving, and tax season 2025 is in full swing. Tax season can feel overwhelming, but with the correct information and a little preparation, you can tackle it with confidence. Whether you're filing as early as possible or taking some time to gather your documents, staying informed about the latest tax updates is key. Let's break down what's changed for 2025 and how to get organized. Disclosure: This blog may contain affiliate links, which means we may…

Post-Holiday Credit Report Check: What Your Report Reveals

Post category:Personal Finance
Post last modified:January 21, 2025

The tinsel is packed away, and those holiday credit card statements are rolling in. January is the perfect time to pull your credit report to assess where you stand after the season of giving and plan how to use credit in the new year. A credit report check will help you spot any errors, know where your credit stands, and make plans to improve your credit in the New Year. Disclosure: This blog may contain affiliate links, which means…

Financial Gratitude: Boost Your Money Mindset for Better Wellness

Post category:Personal Finance
Post last modified:January 9, 2025

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…

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…