A Day in the Life of a Financial Concierge

September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more stories to tell - like this diverse set of challenges… Continue Reading..

You’ve got the whole year ahead of you – Why not start by reviewing your insurance policies?

As the sun begins to set on National Get Organized Month, I hope I’ve left you with some good ideas about how to get your finances, and your life, in order. But my work is not yet done. In this post, I encourage you to take a minute to think… Continue Reading..

The Duty of a Financial Concierge

My role as a financial concierge is more than just paying bills and balancing checkbooks. I look out for my clients’ best interests in a broad sense, going above and beyond to advocate on their behalf. Paying attention to detail It happens: bills go unpaid. People may neglect their bills… Continue Reading..

End of Year Preparations

As 2012 draws to a close, now is the time time to begin preparations for all of your End-of-Year reporting and tax requirements. Meeting with your accountant is the most important financial thing you can do to get ready for the end of the year, and it’s not too late. Your… Continue Reading..