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10 Year-End Financial Tasks To Set You Up for a Stronger Year Ahead

by Janet Berry-Johnson | Dec 11, 2025 | Personal Finance

At the end of the year, it’s natural to shift your attention toward holidays, family, and a much-needed break. But it’s also a great time to check in on your finances. Handling a few year-end financial tasks can strengthen your financial foundation, reduce your...

5 of the Best Personal Finance Books to Help You Take Control of Your Money

by Janet Berry-Johnson | Nov 25, 2025 | Personal Finance, Uncategorized

Do you ever wish you learned more about how to manage your money back in high school? I get it. We had to learn to write cursive, memorize the periodic table of elements, and learn how to do long division by hand, but nobody talked to us about budgeting, saving for...

How to Get Your Finances in Order: A Step-by-Step Guide

by Janet Berry-Johnson | Oct 9, 2025 | Personal Finance

Do you feel like your money slips through your fingers faster than you can keep track of it? If you want to know how to get your finances in order but aren’t sure where to begin, you’re not alone. Maybe you made some financial missteps in the past and are...
Smart Money Moves for Solo Agers

Smart Money Moves for Solo Agers

by Janet Berry-Johnson | Sep 25, 2025 | Paper Organization, Personal Finance

As more people are choosing to remain single or childfree, a growing number of older adults are finding themselves navigating retirement and aging on their own. These solo agers don’t have a spouse, adult children, or close family members to step in and manage...
When a Senior Can’t Manage Their Personal Affairs, Who Will?

When a Senior Can’t Manage Their Personal Affairs, Who Will?

by Janet Berry-Johnson | Aug 30, 2025 | Paper Organization, Personal Finance

It’s a question many families don’t think to ask until it’s too late. One of my friends, Carrie (all names have been changed for privacy), recently shared a story that underscores just how important it is to have proactive conversations about aging and...
How to Manage Money as a Senior: Practical Tips

How to Manage Money as a Senior: Practical Tips

by Janet Berry-Johnson | Jun 24, 2025 | Personal Finance

When Ellen passed away, Mike found himself staring at a stack of unopened bills and bank statements he didn’t understand. Ellen had always handled the finances. She paid the bills, balanced the checkbook, and made sure their retirement savings and debt management...
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Recent Posts

  • 10 Year-End Financial Tasks To Set You Up for a Stronger Year Ahead
  • 5 of the Best Personal Finance Books to Help You Take Control of Your Money
  • How to Organize Medical Records for Aging Parents
  • How to Get Your Finances in Order: A Step-by-Step Guide
  • Smart Money Moves for Solo Agers

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