by | | AADMM Money Matters blog
1. Create a Budget and Track ExpensesCreating a budget and tracking expenses is vitally important in maintaining overall control ofincome and expenses. From spreadsheets to Intuit, envelopes or mobile aps, there are manyways to budget and track spending. Finding the...
by | | AADMM Money Matters blog
1. Sort Mail as Soon as it Arrives • Toss junk mail. • Shred sensitive documents. • Separate out bills and keep them all in one place, such as in basket or tray. • File away any documents that you need to keep. 2. Create A Filing System • Use a filing cabinet or...
by | | AADMM Money Matters blog
Protect Your Social Security Number• Don’t carry your Social Security card in your wallet and only give your Social Security Number (SSN) when absolutelynecessary. Ask why a SSN is needed, who has access to it, and how it will be kept confidential.• Don’t print your...
by | | Featured Post, Uncategorized
Financial Goals Revisit your budget or create a new one. Year-end is an ideal time to assess spending and determine if a budget adjustment will help you meet your financial goals. Consider starting the New Year with less paper by switching to electronic versions of...
by | | Financial Tip of the Month
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person or persons designated whom you currently wish to...
