Financial Concierge v. Bookkeeper

Financial Concierge v. Bookkeeper

What is the difference between a financial concierge and a bookkeeper? Our team has several financial concierges, and they’ll tell you that they pay more attention to detail than a bookkeeper. Bookkeepers are great at data entry, but they don’t necessarily know...
What Is “Bill Pay”?

What Is “Bill Pay”?

⅓ of seniors in America do not use any kind of online bill pay service. Considering that many of those seniors go out and buy a money order to pay their bills, you can see how the issue becomes a little “covid-y” during flare ups. That’s why experts are urging seniors...
Who Exactly Are You Marrying?

Who Exactly Are You Marrying?

Some people hire private investigators to delve into their fiancé(e)’s past, others do all the work themselves. Due diligence is required in this day and age, but I can’t help but feel like everyone is just avoiding difficult conversations about money. It’s always...
Car Insurance for Teens

Car Insurance for Teens

I like to think of myself as someone who beats the system while playing by the rules. That’s why I love to blog! But when it comes to car insurance, there’s precious little room for negotiating — especially for people under 25. While age is the most important factor,...
Medicare Open Enrollment Is Here

Medicare Open Enrollment Is Here

You may have heard it’s Open Enrollment for Medicare and wondered what that even means. It means that Americans have until December 7, 2023 to change or expand their Medicare plans. If you try to make changes after that date, it might be up to the discretion of an...
Choosing a Musical Instrument

Choosing a Musical Instrument

When the time comes for your child to choose a musical instrument, you might be tempted to say, “Anything but drums, glockenspiel, violin, tuba, piano, French horn…” Unfortunately that doesn’t help your kid narrow it down — but here is what will. Mini Instruments: The...
Your Kid’s Money

Your Kid’s Money

With the holidays coming up, you and/or your spouse may eventually grow sick of buying presents for yourself and pretending they’re from your kids. That’s what allowances are for — the chance for your kids to buy their own gifts for you!  A kid’s allowance is likely...
Fixing Mistakes on Your Credit Report

Fixing Mistakes on Your Credit Report

As a business owner, I don’t want my customer feedback system to be described as “impossible,” or “rage-inducing,” or “a game of attrition.” The three major credit reporting agencies — TransUnion, Equifax, and Experian — don’t seem to share my concern in that regard....
Credit Card Chargebacks

Credit Card Chargebacks

It’s rough out there shopping on the internet. Even if you hedge your bets and usually do all your shopping on a big site like Amazon, you’re bound to use smaller vendors around the gift-giving season. So what can you do to protect yourself? The first thing I would...
Taming Your Cables

Taming Your Cables

Earlier this week, Apple unveiled the iPhone 15 here and in Europe. It’s notable because it features a USB-C plug instead of Apple’s proprietary Firewire charging cable. That means that soon we’ll be able to charge our iPhones with any old schlubby USB-C cord from the...