To Shred or Not to Shred, that is the Question.
One of the most common questions our clients ask is how long and where to keep important financial documents. It’s a great question, and once you’re organized, you’ll be prepared the next time you need to find a specific record. How Long Do I Keep That? Is our simple guide to help you make decisions,…Read More
Spring (Financial) Cleaning is in the Air!
Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review your financial documents. But what documents to keep, how long to keep them and how to best store them and keep organized? Here are some tips…Read More
Never Take on the IRS Alone
Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should seek professional help as soon as you receive a letter from the IRS. IRS auditors do this for a living — you don’t. Seasoned IRS agents have seen…Read More
Spring Cleaning – Don’t Forget to Tidy Up Your Finances
It’s the season for spring cleaning and we don’t just mean around your home. Your finances might need a spruce up too.Read More
Prepare! Information Urgency!
Most of us probably yawn at a discussion of record-keeping systems. Many of us think of filing as a process of storing away data. But, when in effect it is a “retrieval” system that only becomes important at a moment of urgency. For example, a new job application, a threatening illness, inheritance documentation, a lawsuit, etc. And when the need for information is urgent, where do we go?Read More