My Personal Bookkeeper has been partnering with clients for many years. The experience of helping someone achieve their financial and home management goals is not only beneficial to our clients but is also extremely rewarding to the MPB Client Advocates. Our team understands the importance of building a trustworthy relationship with the people we work [...]
The New Year is here. Do you feel like you have a good handle on your finances? Many people start the New Year by making resolutions that are quickly forgotten whether they are related to personal, business, or financial goals. These resolutions can seem daunting and something that is easier to put off. Below are [...]
Have you ever thought to yourself, “I’ve lost control of my monthly household expenses? I have no idea how much money I spend. I have no idea if my insurance is paid. I do not know what expenses are on autopay or which account the autopayments are coming from. I need to get a better [...]
In 2012, after my grandmother fell one too many times despite in-home care, our family made the decision to move her into an assisted-living community. We believed she no longer had the physical capability to live safely at home. Her life(and ours) was instantly upended. Over time, aspects of being a care partner became second nature – [...]
Nowadays, our schedules are tighter than ever. Busy professionals are working from home and the kids are in the house more as well. We are watching movies on Netflix and attending meetings, concerts and lectures on Zoom. We are on our screens so much, it’s easy for time to slip away. When we are [...]
Many of us take time at the beginning of the new year to make resolutions. Some revolve around diet and exercise, some around relationships, work-life, and productivity. Others may be financial goals, legal plans, or organizational resolutions. In all cases, it is easy to set the goals but more difficult to stick with them and [...]
Scams have always been prevalent. Unfortunately, we are faced with individuals taking advantage of people and their possessions. We have even written about them before. During our COVID-19 pandemic, scams have been running rampant, especially among older adults. Here is some updated information since our last Scams and Fraud blog. What is a scam? A scam [...]
Treasure in your junk drawers, attic, and basement! How to identify your gold and silver With gold exploding to a record high this summer over $2,000, interest in gold and silver is stronger than ever. But how do you know if your items have value? I’ll share some helpful tips so you can identify if [...]
Experiencing a loss of control is never easy, regardless of what and when. It can be particularly difficult when it is a loved one, likely an aging adult, whose cognitive skills are declining and they can no longer manage their finances in the manner needed. “Research has also shown that even cognitively normal people may [...]
The transition to an empty nest can be difficult and exciting all at the same time. Having kids live at home full time is quite different than when our kids go to college and return home for school breaks and summer vacations. There are many aspects of change in this new chapter of life. The [...]
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