Don’t Forget Generosity During The Holiday Season
In past years, holiday tipping guides varied from source to source. It’s helpful to have a detailed plan regarding the appropriate amounts to tip specific service providers. But this year, it’s crucial to put a method behind the tipping madness. The norm averages...
Put Your Finances In Order Before Divorce Or Suffer More Pain
No one enters a marriage with plans to divorce or plans to have a stranger looking at their expenses with a fine-tooth comb, but it happens. Individuals often pay their bills online without performing any serious recordkeeping. This can become problematic, even if you...
Winter Property Management Tips
Property management is so important, especially in the months leading up to winter. Checking your HVAC and your roof for any cracks could mean the difference between paying only a couple of hundred dollars for maintenance or paying a couple of thousands to fix a leak...
There Are Eight Money Types: Which One Are You?
Talking about money is uncomfortable for most of us. As young adults, we were taught to never talk about religion, politics or money. Money is much more than dollars and cents. It is very emotional. Some people live way above their means. Others completely leave the...
Pumpkin Spice Bookkeeping
Fall, autumn, otoño — You know it’s that time of year when your building switches from air conditioning to heat. The cooler weather triggers thoughts of a crisp, new beginning in January. And as part of this new and improved version of yourself, your New Year’s...
Do You Need An Estate Plan?
Planning an estate can be unpleasant to think about. Going over worst-case scenarios is usually something reserved for zombie movies or nightmares, not something anyone would consciously attend a meeting to discuss. It might shock you to know that only 42% of adults...
Creating A Spending Plan
The word “budget” is perhaps the only four-letter word that has six letters. Budgeting isn’t always the nicest word to use when talking about money. For many, it’s full of negative connotations. It can feel restricting about where your money can go. This often makes...
Credit is Essential
Your credit score is vital to your financial well-being, yet so many of us don’t even know what it is. Keeping track of it is important, especially if you’re at a transition point in your life. For example, a divorce never results in a decrease in spending — the...
Halloween is just around the corner
Halloween, more than any other holiday, is a flight of fantasy. This year it shimmers like a pool of fresh water, poised to quench our social thirst and, for many, a secret desire to be someone else for a night. Even though things still aren’t back to the way they...
Celebrating 27 years in business helping people stay financially organized
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