We are big believers in being financially organized. To get you started in the new year, we’ve assembled a collection of our articles focused on financial organization, where you’ll find real-life examples and smart solutions.
Achieving Financial Organization
Are you in need of some financial organizing solutions? Read about some client situations that may resonate with you and find some strategies for becoming financially organized:
The Value of Financial Organization
Analyzing Credit Card Spending
Do you carefully review your credit card bills? Read about what to look for:
Want or need? What’s on your bill?
Curbing Debt and Related Interest Costs
Are you paying close attention to your debt? Learn about managing it as interest rates rise:
Managing Debt with Rising Interest Rates
Preparing for Tax Season
Does the prospect of getting ready for tax season make you cringe? Find out how being financially organized can make your tax preparation less of a chore:
8 Important Things to Give Your Tax Accountant
Being Mindful about Charitable Donations
Does your generosity sometimes get out of hand? Learn how to track your charitable contributions and make informed donation decisions:
Managing Charitable Donations
Eliminating Paper Piles and Clutter
Feeling overwhelmed and disorganized? Learn how to get a handle on your paperwork:
Are You a Financial Hoarder?
Do You Need to Keep Investment Statements?
Locating Unclaimed Funds
Did you even know “unclaimed funds” is a thing? Read about how to identify, claim, and minimize the risk of unclaimed funds:
Do You Know Where All Your Assets Are?
Titling Bank Accounts
Did you know that simplifying and properly titling your accounts is key to being financially organized? Learn why your bank account details matter:
How Many Bank Accounts Are Too Many?
Understanding Investment-related Issues
Do you feel comfortable about investing? Find out what you need to know:
Investing in the Stock Market
Understanding Investment and Tax Documents
Handing Over Your Financial Affairs to a Trusted Proxy
Are you financially organized enough for a trusted proxy to step in if you’re incapacitated? Learn how how to be prepared so someone else can handle your finances:
Personal Finance Preparedness for Uncertain Times – Part One
Personal Finance Preparedness for Uncertain Times – Part Two
You Need a “Personal Finances Go Bag!”
Pre-Arranging Your Funeral
Do you know that Pre-Need Agreements can ease the burden on family members when you die? Learn what you need to know about arranging and financing your funeral in advance:
Should I Pre-Plan My Funeral?
Nothing can be taken for granted. Start the new year feeling better prepared for unforeseen issues… Get financially organized!