Finance

Bill Pay and Account Management: Simplifying Your Financial To-Do List

2024-04-10T21:18:08+00:00

April is Financial Literacy Month, a time to appreciate the importance of financial literacy and focus on building good money management habits. We think Financial Literacy Month is the perfect time to recognize how our team of Client Advocates helps simplify our client’s financial lives. They’re the people who work directly with clients and their [...]

Bill Pay and Account Management: Simplifying Your Financial To-Do List2024-04-10T21:18:08+00:00

6 Helpful Tips to Start Your Financial Year Off Right

2024-01-10T18:16:12+00:00

At the beginning of each year, we like to provide some guidance to help you start your financial year off in the right direction.  Many of these tips are the same year after year, however, updates are provided given market conditions and IRS rules.  All of these are very achievable and will require some effort [...]

6 Helpful Tips to Start Your Financial Year Off Right2024-01-10T18:16:12+00:00

Generational Differences in Conceptualizing Money

2023-11-02T19:58:01+00:00

You may or not be old enough to remember a time when you got paid with a check, took your passbook to the bank, walked up to a teller who took your check and imprinted your updated balance in your passbook. You looked at the total and always knew how much money you had in [...]

Generational Differences in Conceptualizing Money2023-11-02T19:58:01+00:00

Tips for Teaching Your Kids About Finances

2023-04-09T03:26:51+00:00

It is never too early to start teaching kids about money. The earlier they start learning about financial literacy, the better off they will be in the long run. There are a lot of financial concepts that adults take for granted, such as budgeting, credit, and investing. Unfortunately, most schools do not offer classes on [...]

Tips for Teaching Your Kids About Finances2023-04-09T03:26:51+00:00

7 Tips to Get Financially Fit in the New Year – 2023 Edition

2023-01-13T19:25:34+00:00

Improving Your Financial Health in 2023 At the beginning of 2022, I wrote the blog below to provide some simple guidance to start your financial year off in the right direction. Since much of the same information applies, we are sharing it again with some updates for the new year and a bonus extra tip. [...]

7 Tips to Get Financially Fit in the New Year – 2023 Edition2023-01-13T19:25:34+00:00

The Power of Financial Knowledge

2022-07-07T20:22:56+00:00

It has been said that knowledge is power, and we believe it. When we go to buy or sell a car, we research the value of the car so we can negotiate more successfully with knowledge behind us. When we receive a medical diagnosis, we research the cause, treatment, and prognosis because we feel more [...]

The Power of Financial Knowledge2022-07-07T20:22:56+00:00

My Personal Bookkeeper – Accounts from our Client Advocates

2022-07-07T15:06:57+00:00

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 [...]

My Personal Bookkeeper – Accounts from our Client Advocates2022-07-07T15:06:57+00:00

6 Tips to Get Financially Fit in 2022

2022-01-20T16:49:39+00:00

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 [...]

6 Tips to Get Financially Fit in 20222022-01-20T16:49:39+00:00

The Value of a Personal Bookkeeper for all Life Stages: Peace of Mind

2021-10-13T15:28:49+00:00

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 [...]

The Value of a Personal Bookkeeper for all Life Stages: Peace of Mind2021-10-13T15:28:49+00:00

4 Great Age Tech Products

2021-07-15T19:11:42+00:00

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 – [...]

4 Great Age Tech Products2021-07-15T19:11:42+00:00
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