by Janet Berry-Johnson | Dec 9, 2024 | Paper Organization, Taxes
Tax season might feel like it’s a long way off, but following a tax preparation checklist and getting started early can save you stress and set you up for a smooth filing experience. While the IRS typically opens tax filing in mid-January, there’s no need to...
by Janet Berry-Johnson | Nov 23, 2024 | Personal Finance
Elder financial abuse is a deeply troubling issue that affects millions of older adults every year. Between 2022 and 2023, the Financial Crimes Enforcement Network (FinCEN) received over 155,000 reports of elder financial abuse, with roughly $27 billion in suspicious...
by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization
As our parents age, they may need help managing their finances. Between the constant flow of mail, bills, insurance paperwork, and other essential documents, it’s easy for things to slip through the cracks. Stepping in to handle your aging parents’ finances can...
by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization
If you’re like most of us, managing your finances can feel overwhelming, especially when juggling a busy life. Staying on top of bills, budgets, credit card statements, tax documents, and saving for retirement is challenging enough. But then you add the deluge...
by Janet Berry-Johnson | Sep 13, 2024 | Personal Finance
Managing your day-to-day financial tasks can quickly become overwhelming, whether you’re dealing with a busy schedule, caring for aging parents, or just learning how to stay on top of bills and budgeting. That’s where a Daily Money Manager (DMM) comes in....
