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…
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.…
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…
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:…
As the tax season rolls around, it's essential to be well-prepared, regardless of the year. Whether you're enjoying retirement, managing significant wealth, or balancing the needs of both children and aging parents, understanding your tax obligations is crucial. Let's explore what you need to know to navigate tax season easily every year. Getting an Extension Life can be unpredictable; sometimes, you need more time to file your taxes. It's important to remember that while you can file for an…
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