Insights from Organized Instincts
Is Your Money on Autopilot?
In 5 Ways to Streamline Finances, we briefly mentioned that money on autopilot is not a good idea. Today, we share 7 signs your money is on autopilot and how to take control. You invest a ton of effort and energy into what you do to earn a living, right? You know how...
5 Ways to Streamline Finances
Earlier we talked about how to "Make a Date With Yourself to Pay the Bills," and now we are going to talk about another way to streamline finances. Let’s talk about going paperless and automating payments and deposits. Let’s Get Digital Convert paper bills to e-bills...
Avoid Being the Next Victim of Identity Theft
Did you know tax time is when many people learn they’re a victim of identity theft? ? It’s only discovered after they file taxes and they get a notification from the IRS telling them they’ve already filed their return (when they know they hadn’t filed yet). Or,...
Tax Tips: The ‘Nanny Tax’ – Not Just For Nannies
Busy, busy, busy. That's what you are - all the time it seems. So naturally you've enlisted help around the house. But you might be in for a huge wake-up call if the IRS comes knocking because you failed to comply with household employee taxes. Read these frequently...
Tax Tips: Charitable Donations
Charitable donations are a wonderful way to support your local community or national organizations. They’re also an excellent way to lower your tax bill. That’s right – you can help at the same time you save money on taxes. Use these tax tips to make sure you get the...
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...