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Helpful Links & Resources for Daily Money Management

I hope this page is a valuable resource page for you, whether you want to learn more on money management in general, or whether you are looking for guidelines for doing money management by yourself, or whether you want to read the most recent updates impacting personal money management.

I also include some links to services I can recommend in the Portland area, with a special focus on services for seniors and disorganized persons.

Links to Financial Education Sites

This list contains links to sites to independent resources for self-education and updates on topics relevant to personal finances:

Federal Trade Commission & Federal Communications Commission:

Both sites have a lot of information and guidelines on personal finance topics, and up-to-date information about recent scams

Money Smart &  "How Money Smart Are You?"-Games:

This is an excellent place for learning about personal finances in general. It even includes games to make learning more fun!

Wiser Women:

Provides information and resources to help women improve their long-term financial security. This includes specific information for divorce, widowhood, and retirement.

Investor.gov & Investment Professional Background Check:

Has information related to investments, and lets you find professional background information and registrations about investment advisors​

Pass-It-On & AARP Scams+Fraud:

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Here the focus is solely on scams and frauds.

My Money Five:

Provides Hands-on instruction, tools, and examples for managing personal finances.

Power Pay by the Utah State University :

This is a tool to create a personalized debt elimination plan. It is extremely valuable if you have multiple debts and want to find the best repayment strategy - and it is free to use!​

Nerdwallet:

This site has many articles about money management and product comparisons. Note: This site does get commissions from partners, but it still has valuable guidelines and advice.​

Resources 

Links or files you can use on a regular base for managing your finances

Pigly.com:

Here you can find easy-to-use financial calculators for savings, loans, retirement, etc

https://www.annualcreditreport.com/:

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This is the correct page for requesting your free credit report. Do not use any other site!

Checklist on document retention times

Links to Service Providers in the Portland/Vancouver Area

This is a list of selected service providers in the Portland/Vancouver Metro area.

Retirement Connection:

This is a good and comprehensive resource site for services and resources for seniors in the Portland metro area.

SeaStar Senior Services:

Niki Tucker and her team provide in-home care, care management, companionship, and transport services.

Age At Home Service:

Diane Dennis is an experienced care manager with a background as a registered nurse (RN).

The Practical Sort:

Sherri Curley's Eco-Organizing solutions provides eco-friendly home organization services and has a broad experience working with ADD and ADHD-clients.​

Cohen Caregiving Support:

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Bill Cohen provides support to caregivers of dementia patients. He can give support during the journey.

Dana Woods Care Management Services:

Dana Woods is an experienced and compassionate Care Manager.

The Purple Nest:

A Training and Consulting company, helping elders and their families set up "the nest" for keeping dementia patients in their own home for as long as possible.​

Big Rocks Organizing LLC :

Whether you need assistance with home organization, moving, or downsizing, Withney Zeigler and her team will help you.​

Ally Concierge :

Rachel Jenkins provides errand-running and offers Private Shopper, House Manager, and Personal Assistant services.​

YOU CAN BECOME SMART WITH YOUR MONEY! 

  • start planning your financial goals

  • save money and reduce debt

  • get rid of "money stress"

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