Tax Season 2025: What’s New and What You Need to Know

Tax Season 2025: What’s New and What You Need to Know

The W-2s are arriving, and tax season 2025 is in full swing. Tax season can feel overwhelming, but with the correct information and a little preparation, you can tackle it with confidence. Whether you're filing as early as possible or taking some time to gather your documents, staying informed about the latest tax updates is key. Let's break down what's changed for 2025 and how to get organized. Disclosure: This blog may contain affiliate links, which means we may…

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Monthly Financial To-Do List

Monthly Financial To-Do List

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…

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What You Need to Know About Charitable Donation Deductions
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What You Need to Know About Charitable Donation Deductions

Donations to charity not only support your favorite causes or contribute to your friend's and loved ones' walks, runs, or other fundraising efforts, they’re also a tax deduction. If you donate a lot or regularly, it can be a fairly significant tax break. However, in order to claim the tax deduction, you need to have the right documentation in the form of either a bank record or other written communication from the charitable organization for donations of any amount.…

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Daily Money Manager: A Key to Streamline Personal Finance

Daily Money Manager: A Key to Streamline Personal Finance

In the hustle and bustle of modern life, managing day-to-day financial tasks can become overwhelming. This is where a Daily Money Manager (DMM) can be a game-changer. But what is a Daily Money Manager, and how can they help you? The Role of a Daily Money Manager Explained A Daily Money Manager is a professional who assists with everyday financial tasks. Their expertise spans a broad spectrum of services, including bill payments, bank account reconciliation, budgeting, financial organization, document…

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How Long Do I Have to Keep This?

How Long Do I Have to Keep This?

Mastering Document Retention: Key Strategies for Efficient Record Keeping Do you toss everything? Or are you a pack rat holding on to every document for all eternity, just in case? In case of what, you can't be sure, but you won't throw it out. The fact is, the best record retention process is somewhere in between. Setting up a filing system and a purge cycle will help you know what to keep and how long to keep it. Disclosure:…

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