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. [...]
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 [...]
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 – [...]
Managing household finances for yourself can be challenging, let alone if you are doing it along with raising a family and having a demanding career simultaneously. The truth is many people don’t pay enough attention to their finances during the time in their lives where their earning potential is the highest. Effectively managing finances during [...]
Covid-19 has brought out the best in people with neighbors helping neighbors, and essential workers being celebrated. On the other side, however, it has created new instances of fraud and scams looking to prey on elderly people specifically. There are always scammers trying to take advantage and rob people of their possessions. With new businesses [...]
It may become necessary at some point to help your aging parents or loved ones manage their finances. This can be daunting and stressful. After all, it is enough of a challenge to manage your own finances. The fact is that dealing with the ins and outs of paying bills, depositing checks, overseeing pensions, etc. [...]
The world is in the midst of the COVID-19 pandemic, and we have all adjusted our lifestyles. Along with social distancing, e-learning, and curbside pickup, our finances must also be managed in a new way. It really is an uncertain time, and with that uncertainty comes stress and anxiety. This article will provide five tips [...]
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