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 for Tax Documents 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…
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 We all have the same amount of time in a day but for most of us, it never seems like there's enough of it. Make the most of your time by organizing and scheduling it with a planner! Maybe you’ve used one before but didn’t find it helpful,…
Cybersecurity is important all year long. During October, government and private industries raise awareness about digital security for cybersecurity awareness month. In January, Data Privacy Day shines a light on your rights to the protection of personal information, such as names, addresses, and financial information, from unauthorized access or misuse and to keep that information private, particularly from organizations and websites that aren't hackers. Together, these two areas help to ensure that individuals and organizations are able to trust…
I'm a huge fan of to-do lists. As a professional organizer, I rely on to-do lists for my tasks as well as for my clients. As a daily money manager, I see first-hand the struggles people have with money and finances. One solution is a financial to-do list. I've put different tasks in different months, but unless they're time-sensitive, feel free to move them around if a different month would make more sense for your life. It's your financial…