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Tag Archives: Daily Money Management

Three Ways to Streamline Your Bill Paying

Welcome to the New Year, a time for fresh starts. For many people, keeping track of bills and paying them on time can be a hassle. Here are three daily money management techniques you can use to make a fresh start and streamline your bill paying. 1. Create and use a financial calendar A financial […]

Five Ways to Help Your Parents Keep Their Financial House in Order

Many times, our parents don’t need (or want!) someone to completely take over their checkbook. Sometimes all they need is a little help. If they are willing to share information with you, here are five ways you can provide assistance while helping your senior maintain independence. 1. Review the incoming mail with your parents. Many […]

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 […]