At Home FinanceCare

Have a phone jack – what’s the telephone number?

Debbie — Thu, 09 Nov 2017 17:49:28 +0000

You move into a new house (or are helping someone in our case) and want to verify what the telephone number is for wall jack? Plug a phone into the jack and then call 800-444-4444. Easy!

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How to handle the bank account after someone dies

Debbie — Thu, 10 Jul 2014 12:20:04 +0000

After someone dies, do not rush out to close their bank account right away. As the person, winding up their affairs, it will make your life much easier. Many financial transactions are auto deposited into a bank account and it will be easier if the account is open to receive these funds. In addition, some […]

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Apply for College – A Parent’s Role

Debbie — Thu, 15 May 2014 22:52:00 +0000

When my oldest son was a senior in high school he wanted to “go away” to college and experience the bigger college scene. We live in California and had many wonderful colleges to choose from (as well as affordable in-state tuition) but that was not his desire. None of us were sure if he really […]

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Learning to Tighten Your Belt

Debbie — Fri, 11 Apr 2014 22:48:24 +0000

Small business owners…notch your belt! (If you’re not a small business owner then this applies to your personal finances.) With the continuing economic crisis in America, you can certainly say that our financial situation is a bummer. No one is even sure when the down-slide will stop. It’s enough to lead a person to do […]

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Tax Prep Tip: Auto License Fee

Debbie — Fri, 08 Mar 2013 21:44:06 +0000

Here’s another tip to help you save time getting your tax information together for the Tax Preparer! If you use money management software like Quicken, most of us record the annual check we write to the Department of Motor Vehicles to a category like “Auto:Registration”. As you make the entry, take the time to enter […]

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Great article on what a DMM does – American Way magazine

Debbie — Sat, 23 Feb 2013 17:25:31 +0000

Yes, we are Daily Money Manager’s (DMM). Still not sure what we do? Check out this great article titled Money Matters in the February 15, 2013 edition of American Way magazine. It highlights the services of our colleague in Austin, TX, Elizabeth Ball. We had to chuckle as the stories are spot on! While we do have […]

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QuickBooks: Change Your Sales Tax Rate

Debbie — Wed, 02 Jan 2013 17:39:40 +0000

If you live in the grand state of California, our sales and use tax went up by 0.25% on January 1, 2013. If you collect sales tax you will need to make a quick change in your QuickBooks file to accommodate this. The three things you need to do are: Add a new Item for the increased […]

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Be prepared for an emergency

Debbie — Mon, 10 Sep 2012 20:23:27 +0000

Are you prepared for an emergency? September is National Preparedness Month sponsored by FEMA. (No matter what month you are reading this it still applies!) Will you be ready if an emergency or natural disaster happens like an earthquake, flood, tornado or wildfire? The question should really be not “if” but “when”. While most of […]

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Pull Your Taxes Together Faster: 3 Tools To Help You Be More Organized

Debbie — Wed, 08 Feb 2012 07:09:32 +0000

Like most people, you recently received a thick packet from your tax preparer that needs to be completed and returned along with copies of documents so they can prepare your tax returns. The “documents” keep arriving in the mail and if it even hints at being “tax-like” you save it…somewhere. I’ve never heard anyone be […]

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Inexpensive Tool to Help You Remember

Debbie — Mon, 02 Jan 2012 23:54:50 +0000

With such busy lives, it’s hard enough to remember day-to-day what happened in your life. If you have aging parents, at some point you begin to step in more and more in their lives. We often get asked for an easy system to help with remembering all the details, conversations and tasks we have with […]

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