Education

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…

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…

There’s no “bad” time to start working with a Daily Money Manager, but there are some life events we tend to see more often as we onboard new clients – events that trigger the need for a little help on the personal finance front. Here are some typical examples of the best times to start…

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…

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…

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…

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…

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…