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5 Money Management Mistakes that Cost You

broom sweeping one hundred dollar bills into a dust pan

Effective money management is crucial for securing your financial future, regardless of your background or circumstances. In this blog post, we’ll explore five common money management mistakes that can significantly impact your financial well-being and provide insights on how to avoid them. 1. Neglecting a Comprehensive Budget Mistake: One of the most significant money management…

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The Lifesaver for Busy Professionals: Outsourcing Daily Money Management

corporate man working on a computer while his son plays with his hair

For busy professionals juggling high-pressure careers and the demands of raising young children, managing daily finances can feel like a Herculean task. The delicate balance between work, family, and personal life leaves little room for scrutinizing bills and tracking expenses. The solution? Outsourcing daily money management. In this blog, we’ll explore the numerous benefits of…

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Financial Recovery After Divorce: A Guide to Rebuilding and Thriving

stressed woman at a desk with tea and paperwork

Divorce is undoubtedly one of life’s most challenging transitions, and for many women, it comes with the added stress of navigating the financial aftermath. Suddenly, you find yourself facing a new reality, one where you must not only rebuild your life emotionally but also financially. While this may seem daunting, with the right knowledge and…

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How to Set Your College Kid Up for Financial Success

young woman holding text books on college campus

It’s back-to-school across the country, and Americans view this as a fresh start. We buy new clothes and new supplies. We’re introduced to new teachers and new environments. Students and parents alike look at the upcoming school year with a clear brain and a fresh perspective. College kids, especially, are finding a new independence. They…

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How Much Time Can a Daily Money Manager Save You?

man putting a pocket watch in a piggy bank

How much time can a daily money manager save you? This is kind of a loaded question and the answer depends on you. We have to make a few assumptions about the type of person who finds and hires a daily money manager in order to calculate how much time one can save you. Far…

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Why it’s Important to Set Financial Goals

magnifying glass looking at 2023 and money bag

It’s important to set goals for anything we want to succeed at, and your personal finances are no exception. We’ve all heard of “SMART” goals…specific, measurable, achievable, relevant, time-based. Every goal should have those elements. It sounds cliche, but it’s true. It’s important to set financial goals because if you don’t, you won’t know whether…

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How DMMs and Wealth Managers Work Together

team of women high fiving

When speaking with prospective clients, I find that they often don’t know if they’re in search of a Daily Money Manager (DMM), a wealth manager, or both. During those conversations, it helps to first highlight the major differences between a DMM and a wealth manager, but then also speak to how DMMs and wealth managers…

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What is a Complete Financial Picture?

woman looking at documents with a magnifying glass

A complete financial picture is one that includes financial activity occurring in ALL of your regularly used accounts. This includes checking, savings, credit cards, lines of credit, and in some cases, mortgages. In order to fully comprehend where you stand financially, you need to have all the data available to you. Imagine only keeping track of…

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Strategies to Make Sure You Never Miss a Bill Payment

woman sitting at her kitching counter drinking coffee and paying bills

As hired daily money managers, our clients expect on-time bill payments, without fail. Over our 27 years in business, we’ve developed some tried and true strategies so that we never miss a bill payment. Here, we share those tips with you! These strategies may sound simple, but they’re incredibly effective. Our process is two-pronged and…

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