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Category Archives: Financial Organization

How to Protect Yourself Following the Equifax Data Breach

It is estimated about 143 million Americans had their personal information stolen during a data breech at Equifax earlier this year. This is just about half of the population of the United States. Essentially, any individual with a credit report is potentially impacted. Equifax is one of the three major credit reporting agencies.  These agencies […]

Addressing the Human Side of Money: Financial Therapy

Financial therapy is a new and growing area of financial assistance. Whereas financial advisors and financial planners consult on how to invest, protect and grow money, financial therapists address the more human side of personal finances. They help clients work on the underlying emotional issues that keep them trapped in money struggles, be it overspending, […]

Financial Software for Teenagers? I Say Yes!

Considering I am a daily money manager, it won’t surprise you that teaching my daughter money skills is a high priority on my parenting to-do list. From an early age, my husband and I gave Gabrielle a weekly allowance. The purpose of the allowance, in addition to giving her pocket money, was to provide an […]

Seven Sure Fire Tips for Financial Peace of Mind

A new year and a fresh start is upon us. Now is a good time to get your financial organization in shape. Here are seven tips to bring you peace of mind 1.Fashion a filing system. It doesn’t matter whether you use a filing cabinet, an electronic system or both. The point is to organize […]

Cost Savings or Convenience? Which do you choose?

Note: This is a guest blog by my colleague, Christine Moriarty, CFP, of MoneyPeace, Inc. When it comes to cost versus convenience, many of us opt for convenience. In this fast paced world, saving time seems to have universal appeal throughout the classes and the country. We swipe to pay. We Snap Chat to get […]

Free Consumer Information at Your Fingertips

US government agencies work to help consumers make wise choices and stay healthy and safe. Their information is made available to us in over 200 publications, which you can order or download at www.publications.usa.gov. Depending on the publication, they are available in print, as a pdf, or online. Some can be downloaded to an e-reader, and […]

Help Others Help You: Prepare an Inventory

When I opened the door to my client’s apartment, knew I was in for a treasure hunt. Tim was a new client, and I needed to quickly understand his legal and financial situation. He was in a nursing home and unable to communicate. I spent hours looking through his papers for clues. Many of us […]

How to Sleuth-Out Your Loved-Ones’ Bills And Corral their Financial Affairs

Jake unexpectedly needed to care for his older brother, Greg. Now in his sixties, Greg never married. Jake is his only family. When Greg was hospitalized with a serious illness followed by several months of at-home care, Jake stepped in to help, including tending to his bills and tax returns. Greg’s papers were in disarray […]

How Do You Know When Your Parents Need Help With Money?

Barbara’s mother called in a panic. Her power had been shut off.  Barbara contacted the electric company and learned her elderly mother had not paid her bills in several months. Barbara, who lives in another state, made an emergency trip sort out her mother’s affairs. She learned other utilities had not been paid and last […]

Finding Success in the Minefield of New Year’s (Money) Resolutions

2016! A new year with new possibilities. For many people, this is the time to resolve to spend less, save more, start budgeting, or live within their means. Reining in expenses is work, takes time, and can be tightly entwined with emotions. How can you make this resolution a success? Setting up a budget and […]