With school season in full swing and many of my clients sending off kids to college this year, I’ve had an abundant amount of "stuff" that needs moving out (…along with the kid, too). My minivan has been getting a workout running from client home to donation station of choice, and a tool for tracking charitable contributions has helped some of my clients in a big way. No, it’s not tax season, but…this is the time of year to keep organized so that April (or October, whenever y
Is your financial paperwork a jumbled mess? If you answered "yes," you're certainly not alone. The good news is that there are many simple things you can do to better organize your bank statements, receipts and even your bookkeeping-related paraphernalia. Continue reading to learn more. The task is probably easier than you think. Think about Going Electronic If you haven't already done so, one of the first things to do on your quest to get organized: consider going electronic
There is always a constant balance (okay, struggle) between keeping paperwork "just in case" and freeing yourself from the clutter. There are many reasons to keep records - for tax back-up, insurance purposes, marriage or divorce, or getting a loan. Good record keeping will help you identifying your sources of income, keep track of your expenses and keep track of the basis of your property and help you file tax returns. But really, how long do we need to keep all this stuff?
It’s a new year. Go ahead - make your resolution list and see what finds its way to the top. I’ll estimate 90% of us have decluttering and organizing somewhere on the short list of our goals for the year. Looking for a place to start? Try the items below. Trust me, you won’t miss a thing. If you enjoy checking off this list and want more, visit our website for January’s 31-Day GO Month Challenge! Travel size toiletries. Are you one of those people who grabs shampoo and condi