Organizing your finances is more than having a budget. It's having financial goals, a plan, and understanding where the money you earn goes every month. You need to organize your finances if you're ready to get out of the cycle of living paycheck to paycheck and maxing out your credit cards. These steps will help you get started. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase…
As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So if you're helping a senior in your life prep for tax season, here's what you need to know. Watch the Mail During January and February, important tax-related documents will arrive in the mail. While you may be able to set mail aside to deal with later during most of the year, the first two months of the year, you…
Stop Junk MailIt's impossible to stop all of it, but you can cut it back quite a bit. Our blog shows you how to stop junk mail..Set Up a SystemYou can't be there to go through the mail every day. So give them a system to sort and file the mail between visits. Have a place for outgoing items and a way for them to sort incoming mail into categories such as financial, personal, and questionable items like sweepstakes,…
Life changes. You change jobs, move, get married/divorced, have kids, etc. As a result, your financial plan should change with you. To ensure it does, review it in at least these five situations. At Least Yearly, Ongoing At a minimum, you should review your financial plan yearly. Even if you ignore it during these other suggested times, reviewing it annually means you’ll catch any significant changes that need to be included. This helps ensure the data you’re working with…
Whether you’re looking to organize your time, finances, or space, we’ve got you covered! Check out eight of our top blog posts to help you organize your life. Organize Your Time Planners are a great way to organize your time! Maybe you’ve used one before but didn’t find it helpful, or maybe you’ve never tried one. Either way, we’ve got blog posts that will help you successfully use a planner and maximize your time. 6 Reasons You Need a…
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