Seniors are one of the primary targets for financial abuse, and many times, the abuse takes place by someone close to the individual – even close family members. Many steps can be taken to prevent financial abuse, and there are many signs that can make us more aware to catch a possible case of financial… Read More

Many of my clients receive 3 or 4 requests for a donation from various charities everyday. The mailings are designed to tug at your heartstrings. Some of the organizations have such similar sounding names it’s hard to tell which one you want to give to and it’s almost impossible to remember which one you have… Read More

Every year, most of us find tax time stressful. One thing you can do to reduce some of the anxiety is to keep your tax-related information organized throughout the year. Then, when it’s time to gather your records to take them to your tax preparer or to sit down and prepare your return yourself, everything… Read More

A Daily Money Manager (DMM) is a professional who provides a wide range of personal business assistance to individuals who want help managing their day-to-day monetary affairs. Some tasks usually performed by a DMM include organizing and tracking financial and medical insurance papers, paying the bills and maintaining bank accounts. A Daily Money Manager will… Read More