Tag: financial organizing

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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

06.01.2015 Organizing Electronic Files

The trend toward a paperless economy is here to stay.  Banks, insurance companies, investment services, health care offices, schools and other employers (to name a few) have increasingly transitioned customers and workers to electronic messaging and document delivery as the sole means of communication and information transfer. As a result,… Read more

02.17.2015 Organizing Tax Paperwork for Easy Tax Filing

I know what you’re thinking: the month of February is bad enough with it’s bleak weather.  Winter doldrums shift into high gear.  Many of us have been stuck inside due to successive winter storms and/or frigid temperatures this year, our patience running low with family members and colleagues.  So who… Read more