Roberts CPA - March 2026

Break Away From Budget Burnout ‘MONEY DATES’ FOR CALMER DAYS

Whether you’re married, dating, or still single, you’re about to read dating advice that could change your life. No, this isn’t a romantic advice column; this is an inside look at “money dates.” What are those? Well, if you’re constantly stressed about your money to the point where you’re tracking your accounts multiple times a day, the following may give a fresh perspective on your finances … and free you from the cycle of budgetary burnout.

binge eating if they don’t see sufficient weight loss, constantly worrying about bank balances could lead you to burn your bridges to greater wealth before they’re even fully built. Use your calendar to organize your cash. Instead of putting your mood to the test through compulsive cash check-ins, select a monthly “money date” to review your overall financial standing and plan for your future. By picking a specific date to review your numbers, you can gain a more accurate and comprehensive understanding of your regular spending habits and identify unnecessary expenses that can be adjusted to achieve greater flexibility. For example, seeing that you spend $80 a month on coffee may be jarring at first, but viewing the bigger picture may help you develop a more reasonable budget for caffeine than worrying every time you grab a $4 cup on your way to work. Income, expenses, debts, and positive/ negative purchasing patterns are all things to explore on your “money date.” Just like other kinds of dates, timing is everything. Choose a date and time when you (and your spouse) are typically relaxed and distraction-free before diving in! You may be surprised by how these “money dates” can help reduce your overall frustration, anxiety, and perceived need to let money overdraw your mental health.

Don’t let your mind drain your money. If you anxiously follow every penny you spend throughout the day and jump to attention whenever you receive a banking notification on your phone, it may surprise you to learn that these habits can harm your bottom line more than help it. A University of Chicago study revealed that tracking one's spending too frequently can actually overwhelm people emotionally, to the point they’re more likely to make careless financial choices. Similar to how an obsessed dieter may become discouraged and descend into

STORIES OF CELEBRITY KINDNESS STARS WITH HEART

The lives of wealthy celebrities aren't always just about extravagant spending and stunning indulgences. Here are two stories about how celebrities sometimes use their fortunes to brighten the lives of strangers. Lieutenant Dan’s Dedicated Duty Although actor Gary Sinise has enjoyed a career spanning decades, he is perhaps best known to millions for his portrayal of Lieutenant Dan, the fictional character who lost his legs in Vietnam in the film “Forrest Gump.” Following the attack on our nation on Sept. 11,

Swift Kindness Strikes Deep Taylor Swift is one of the most successful singers of all time, but it turns out that her extraordinary generosity matches her musical talents. Last October, she donated $100,000 to the GoFundMe campaign in support of Lilah Smoot, a 2-year-old girl battling stage 4 brain cancer. Swift learned of the toddler’s plight when she saw a TikTok video posted by the girl’s mother, Katelynn, that spotlighted her child’s love for the singer. Swift captioned her donation with a simple, loving message: "Sending the biggest hug to my friend, Lilah!" This wasn’t the first time Swift had donated considerable funds to someone’s GoFundMe. One week before Christmas

2001, Sinise brought his empathy for U.S. servicemembers from the big screen to the real world by founding the Gary Sinise Foundation. Devoted to providing much- needed services to veterans, first responders, and the families of lost military members, the foundation later entered into a multiyear partnership with Amazon to provide Alexa devices, groceries, and “smart home” technology to wounded heroes throughout the country.

2020, she made a joint $50,000 donation with her mother, Andrea, to Vicki Quarles, a Memphis-based mother of five who had recently lost her husband, Theodis, to COVID-19. Vicki was quick to express her gratitude to Swift during an interview with Fox 13 TV, adding that her young daughters excitedly emulated the singer’s famous “Shake It Off” dance upon hearing about the surprise donation in honor of their dad.

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