Peace of mind through finanCIal organization
Personal and Household Financial Management
Offering a personalized approach to organize your financial matters at home, in your business and throughout your life.
Daily Matters Organizing can help!
Organize Finances
Organize Digital and Paper Files
Organize Office Space
Manage Projects
Clients include:
Busy Professionals
High Net Worth Individuals/Families
Life Transitions Such as Marriage, Divorce, Loss, etc.
Seniors
Small Business Owners
Service Coordination with Professionals:
Accountants
Attorneys
Financial Planners
Articles
September 13, 2024
Provided By AADMM:
It used to be that check writing was a way of life. It was the only way to pay bills or send money to a grandchild for their birthday. In 2022, FinCen, a unit of the U.S. Treasury Department reported a whopping 84% increase in check fraud reported by banks. This will dismay many of you but check writing has become the LEAST secure way to send money and pay bills due to mail fraud.
There are things you can do to prevent some of the ways your check can be used against you. If you must write a check, consider these tips:
August 8, 2024
Provided By AADMM:
Every year, thousands of older adults fall victim to scams. According to a 2023 report by the AARP, almost $30 billion is stolen annually from Americans over age 60, including by scammers and “trusted” family or caregivers. Despite widespread awareness of this issue, scammers continue to get away with their deceptive schemes.
How can we protect our loved ones from being targets of scams? To help shed light on this issue, let’s explore the fictional story of Mr. Dell, an older adult navigating a situation that’s based on true events.
July 10, 2024
Provided By AADMM:
When was the last time you cleaned the house, or washed and detailed your car? We keep our physical surroundings tidy on a regular basis. But when was the last time you cleaned and organized your computers? Perhaps now is the time to clean up electronic devices such as laptops, tablets and smartphones.
June 6, 2024
Provided By AADMM:
In my previous career as a financial advisor, I often found myself in a delicate balancing act. On the one hand, we strive to build deep relationships with our clients, understanding their unique needs, goals, and aspirations. On the other hand, practical constraints of time and resources can limit the depth of our interactions. Annual or semiannual meetings provide valuable touchpoints, but what happens between meetings? How can we ensure that our clients stay on track and implement the financial plans we painstakingly create?
Enter the Daily Money Manager (DMM). A relatively new player in the financial services arena, the DMM serves as a bridge between the advisor and the client, offering a range of services that complement and enhance the advisor-client relationship.
May 10, 2024
Provided By AADMM:
As a small business owner, there are many jobs to get done and the responsibility of all of them flows right back to you. From marketing, managing, business development and actually doing the job, it can feel like there aren’t enough hours in the day. Here are some proven strategies to bring order to what can seem chaotic.