Being Organized

Tips and techniques to help you organize your financial affairs.


tax preparation

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

February 7, 2012

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

January 2, 2012

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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Tips and techniques to help you organize your financial affairs.


What’s Your One Thing?

January 11, 2011

It’s the beginning of the year and I hope you made some sort of New Year’s Resolution. For many of us, we looked back at the previous year and are angry with ourselves for not doing something right. I can’t tell you how many times this has something to do with managing ours, or a [...]

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