Insights from Organized Instincts
Tax Tips: Get Organized
It’s that time again: tax season. The better organized you are, the better able your tax professional will be to prepare your taxes. The ability to put your hand on a specific document this instant is a good gauge of how organized you currently are. Hopefully, you are...
Make a Date With Yourself to Pay the Bills
Many people struggle to pay the bills on time each month. The mail comes in every day, right? (The majority of which is probably junk mail.) Maybe the mail gets tossed on the kitchen counter, maybe the corner of your desk, or maybe you open it right then and...
6 Steps to Stop Unwanted Junk Mail
Junk mail. The paper equivalent of telemarketers: unwanted, often unsolicited, and definitely annoying. When you're at the point where you spend so much time sifting through catalogs and credit card offers and donation requests that you miss the one or two pieces of...
Personal Money Managers Free Busy Families, Traveling Professionals, and Retired Individuals from Daily Financial Tasks
Whether it’s your growing family, your hectic career, or your vacation plans that are keeping you busy, chances are the last thing you want to do in your free time is pay bills and organize your finances. Personal Daily Money Managers, like the professionals at...
Yes, You Do Need a Personal Daily Money Manager in Addition to Your CPA, Financial Advisor, and Attorney
It’s a question I get all the time. Often, it is accompanied by, “Will you handle my taxes?” or “Do you replace my financial advisor?” Occasionally, I even get, “Can you act as my attorney?” In short, the answer to all of these questions is no, but the work we do...