A Financial Concierge Is…

A Financial Concierge Is…

What is a financial concierge?  The main thing that we do is personal bookkeeping and bill pay for our clients — but we also take on a lot of other projects that have to do with daily money management. For example, we’ve recently started a project that is part money...
Facebook “Free Money” Scam

Facebook “Free Money” Scam

I must have felt a chill because I sensed pure evil — or else it was cold in the house. Either way, I was the target of a scam. It started when I received a message from someone I knew before elementary school but wasn’t very active on Facebook.    “Oh, hi, how are...
Downward Modifications: When Something’s Gotta Give

Downward Modifications: When Something’s Gotta Give

With an official unemployment rate of 20%, Americans are downsizing their lives. And while it’s easy enough to cancel Hulu because it has way too many commercials anyway, adjusting a child support agreement or co-parenting plan requires a lot more leg work. That’s...
Using Every Tool Available to You is Self-Care

Using Every Tool Available to You is Self-Care

A lot of people are spending less money simply because there is no place to spend it. I think that’s great, but as a financial plan it’s not very sustainable. If you’re looking to be a little more consistent in your coronavirus-inspired cost-cutting, there are some...