Tag: financial inventory

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01.29.2016 How to Create a Personal Financial Inventory

No matter your age or stage in life, taking occasional stock of your personal financial life can be helpful for more reasons than just bookkeeping and records management.  As our accounts increasingly move to the cloud and to digital management (e-delivery, automatic bill paying, etc.), more households than ever have… Read more

01.30.2015 Organize Your Personal Paperwork this Year – Project Plan

Welcome to a new year of organizing strategies! Like a lot of people I work with, you may have several organizing projects in mind for this year. January is celebrated in my profession as ‘Get Organized Month’, so now is the time to make a plan for getting those projects… Read more