Blog

Year-End Tax Preparation – Get Help Now!

With the end of the year upon us, now is the time to make sure you have all your tax documentation together and organized for whoever is going to prepare your taxes. I will share some of my favorite tips and tricks to get you going and keep your organized year after year. We all
Read more


Managing Your Finances Doesn’t Have to Be So Scary

It’s so tempting to bury your head in the sand and ignore your finances. Especially if you aren’t financially savvy or you feel like you don’t know what you’re doing when it comes to creating and managing a budget. I’m here to tell you that it does not have to be scary. As a matter
Read more


How to Detect and Prevent Financial Fraud

I recently read a story about an elderly gentleman who was talking with a woman over email. She had told him that she needed money to feed her daughter and herself. By the time the man’s daughter was able to get involved, the man had given over $700,000 to this woman – almost his whole
Read more


Keeping Senior Independence with a Daily Money Manager

Sadly enough, we’ve all heard a story about someone’s elderly parent who was the victim of a financial scam. Whether they were taken for thousands of dollars that they’ll never get back or their credit card was fraudulently charged, the situation is very unfortunate. Because of the frequency of these misfortunes, it can be difficult
Read more


How can we help you?

General