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Tips for making your 2020 tax return preparation easy and accurate. One of the most important things you can do to prepare your tax returns yourself or to turn them over to a professional is to ORGANIZE! Pull out your prior year return to compare what you had last year to what you should have…

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Joyous or tragic, Live Events become less stressful with a little planning. Being prepared for a Life Event centers around two main topics – financial documents and conversations with your loved ones. As important as it is to be prepared, both for yourself and your loved ones, it can sometimes be an overwhelming topic to…

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The Role and Toll of Being the Executor of a Will. Meticulously kept instructions were Mom’s final gift to me. It has been almost a year since my mother passed away. As I reflect on the past months, I realize that my role as her caretaker did not end at her death, but has remained…

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Is it me or does it seem like everyone’s worried about money these days?  For some of us, our jobs have disappeared due to Covid-19.  For others, we may still have our jobs, but our income has taken a nosedive due to reduced commissions, fewer hours or some other impact from the pandemic.  Feelings of…

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This is the third of a three-part blog series on organizing your paperwork. The first talked about Organizing Incoming Paperwork making an initial decision on the everyday paperwork you receive in your house: recycle, file or take action, And the second delved into Handling Action Items, how to set up your Action folders to be the most efficient for…

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