by | | Financial Tip of the Month
The beginning of the month is Money Smart week! A favorite feature on their website is a searchable event database by zip code. What’s happening in your area? How can you promote your business with a presentation next year? Find Events in Your Area We and our clients...
by | | Members in the News
Money Manager/Financial Organizer In her earlier life as an insurance broker, Karen Rosenberg Caccavo learned how challenging it can be for people to manage their financial lives, especially as they age. So in 2008, she launched Personal Money Manager, a New York...
by | | Financial Tip of the Month
We’ve talked about organizing for the April 15 tax filing deadline throughout the series; March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible. Many Health Care Flexible Spending...
by | | Financial Tip of the Month
You have probably started getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over and review for any potential discrepancies. If they all...
