Tigress Tales… Important and sometimes irreverent personal finance tips, strategies, and stories to educate, amuse, and motivate. It’s a big job, but someone has to do it!
Clare was mentally acute but had physical challenges that prevented her from writing checks legibly. She had no children and gave power of attorney to her niece. Her niece used the bank account to live a high lifestyle, thinking she would not get caught and that her aunt wouldn’t need ‘all that money’. One hundred…
Addressing financial issues when a parent’s health declines Polly is getting toward the end of her career but she plans to work a while longer because, although her job is very demanding at times, she loves her work. Her biggest concern right now is her mother. Polly’s dad was a vice-president and he had always…
Steve Groft has joined the Tigress Team and will be helping me fulfill the mission of reducing client’s financial stress and protecting their assets.
OK. Deep breath. This is a departure from my normal kind of email and my avoidance of all things political. I’ve been pre-occupied of late because I’ve been in the process of hiring my very first employee, and I will share more on that soon. I’m not a big news watcher because it generally is…
Action Reduces Anxiety (and Boredom)! If you are not an ‘essential worker’, chances are you are doing your part to control the spread of COVID-19 by staying put. That is also a heroic act! So many people are helping in so many ways. Rather than bickering like a dysfunctional family, the world is even coming…
Staying Positive Through the Coronavirus Pandemic Life as we know it might not be the same as it was just a few weeks ago. Major events have been canceled; most people are either panicked because they have to go out, or suffering cabin fever because they know they shouldn’t. Coronavirus is impacting us all in…
Paper Tigress is hiring! We are looking for a part-time Client Management Associate and you can find out more about the position and requirements on our ‘Opportunities’ tab.
#TigressTips for a smooth move In case you are one of the millions who doesn’t know, and one of the dozen or so who might care…Paper Tigress has a new home! Our relocation just 15 minutes from Christiana Mall in Delaware, will allow a greater service radius and we continue to provide daily money management…
Should You Consider an Identity Protection Plan? A client recently asked me about using an Identity Protection service and I told her I would do some research before she plunked her monthly fee down. I’ll share my comparison of plans but I also found that you can do a lot of it yourself…if you are…
Choosing Whom to Trust When it comes to choosing a Power of Attorney, you can’t be too careful Selma chose her oldest son as her Power of Attorney instead of her daughter because he lived closer. When he used her money to invest in some ‘get rich quick’ scheme, she lost $90,000.00 and realized she…
How Financially Vulnerable Are You? 5 Warning Signs Aging is a long slow process that we try our best to prevent, delay, ignore, or otherwise avoid at all costs. Inevitably, the day comes that we realize something has changed. We are still the same person, with the same passions and values, but some of…
Assisted Banking Conundrum Preserving security while allowing 3rd party access In my world, assisted banking is commonplace. My clients range from busy professionals who have no time to deal with the minutia behind their financial status, to elders who need protection and help in our increasingly complex, automated world. I am a daily money manager.…
Have you ever watched a group of kids racing around to find Easter eggs? Each one rushes to find the next egg and stuff it in their basket. The basket is overflowing, and they don’t even know which eggs they have, but they keep running around to collect more. A lot of adults look like…
Best Game Plan Ever! Lessons from the Super Bowl Lii Champs The EAGLES won the Super Bowl! The Eagles WON the Super Bowl! I’m still pinching myself. We’ve been to the brink so many times, only to be left bereft. This time it happened! They had a game plan. I’m no football analyst, but…
Keep Stress from Sabotaging Your Productivity Last week I attended the AADMM (American Association of Daily Money Management) Annual Conference and came back to work with an incredible list of things that I need to implement in my business. As I was going through my notes and making a list of action items, I began…
