Helping you Manage the Financial Details of Your Life



Category Archives: Uncategorized

Guest Blog – Caring Professionals

This week’s blog is a guest blog from my friend and colleague, Barbara Boustead of Madison, Wisconsin. Barbara serves with me on the board of directors of the American Association of Daily Money Managers.  This is an exciting time for daily money managers in Wisconsin and across the nation! We’re adding professionals to our industry in […]

How I Stopped the Barrage of Junk Mail from 68 Charities

My 91 year-old-client, Dotty, was continually pestered by charities. She received several unwanted mail solicitations every week. Several of these non-profits sent her “gifts” to thank her (in advance) for her donation: return address labels, calendars, note paper, wrapping paper, and even coins. Dotty felt she had to send money to “pay” for these unrequested […]

Keep or Toss?

  What do I need to keep? “Do I need to keep my bank statements?”  I am frequently asked this question. With the volume of paper and electronic documents that enter our lives every day, knowing what you can toss and what you should save can be confusing. Most of the documents that we need […]

Insurance for You – a Gift for Your Children’s Future

When you buy a long-term care insurance policy, you are helping to preserve your independence as you age. You are helping to reduce potential financial, health and time burdens on your family. Buying a policy is a gift for the future – both yours and your children’s.