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”?
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?
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...
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
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...
Celebrating 27 years in business helping people stay financially organized
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