5 Money Mistakes a Daily Money Manager Can Find in 5 Minutes Avoid These 5 Money Mistakes on Your Own A Daily Money Manager (DMM) is a professional who helps those with various disabilities to manage their everyday financial and…
When to get life insurance and when to drop it. For most people, life insurance is a necessary part of an overall financial plan. It is needed to protect your assets and income, and the people you care about. But…
INHERITED MONEY... How would you feel about a sudden windfall? Most people think that they would be delighted to inherit a pile of money…wouldn’t you? An unexpected increase in your assets could go a long way toward paying off debts,…
Maximizing Your HSA or FSA Account Is Your Health Savings or Flex Spending Account Saving You? If your employer offers a Flexible Spending Account (FSA) or a Health Savings Account (HSA) it is usually a good idea to take full…
Is Bank Account Sharing a Good Idea for Seniors? Questions to Ask I often hear someone say that their senior parent has added them as joint owner of an account. This is done with the best intentions, often so that…
DON’T LET A DISABILITY DISABLE YOUR GIFT GIVING PLANS © Imre Forgo | Dreamstime Stock Photos As the holidays quickly approach, many of us feel a little stress about finding the right gifts, and getting…
This topic gets me in trouble every time I get drawn into the lease or buy argument. If you do not have the goal of ending up with more money at the end of 10 years, then go ahead and…
Unless you keep your beneficiary information updated, the bonanza might go to the wrong person! I am constantly hearing horrific stories of assets not flowing as intended by the deceased, so pay attention. If you have named beneficiaries, and then…
Hurricanes, Charity, and Scams The Best and the Worst Show Up We’ve all been watching the devastation of hurricane Matthew with concern for loved ones and empathy for all of those who have been affected. Many of us will feel…
Should I accept this credit card offer? A client recently asked me to help her decide which credit cards offers were worth pursuing. We had an off-hand discussion about it, but her question got me thinking. I thought I would…