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Tax Preparation Checklist: Gather These Documents to File Your Tax Return
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 wait...
Protecting Your Elders: A Guide to Preventing and Addressing Elder Financial Abuse
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...
Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents
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 help...
How to Organize Financial Records: A Step-by-Step Guide
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 of...
What Is a Daily Money Manager (And Why You Should Hire One)
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. A Daily...
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I’ve worked with a diverse range of clients—from busy professionals to seniors, small business owners to college students—each with unique needs and challenges. Here's what our clients are saying.
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