Helping you Manage the Financial Details of Your Life

802-343-0389

Email: robyn@moneycarevt.com

Tag Archives: Financial Literacy

What Happens to Debt When Your Loved One Dies?

What happens to a deceased person’s debt after he dies? His heirs may wonder whether they are responsible for the debt their loved one left behind. When a person passes away, she leaves an estate which is comprised of money in bank and investment accounts, cash, real estate, vehicles, household furnishings, and other financial or […]

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 […]

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 […]

3 Tips to Teach Your Kids About Money

Kids need to know how money works in the world. By the time they are adults, they will need to understand how to earn money, manage money, save money, invest money, and donate money. How do you teach your children about money? These three techniques have been successful for my family: 1. Give a weekly […]