Managing Paper Mail

Managing Paper Mail

Many of us have clients that are inundated with old-fashioned “snail” mail.  The kind that comes via the mailman and that takes up space on desks, shelves and kitchen counters.  Holiday catalogues followed by tax related mail at the beginning of year makes the first...
Do You Have Too Many Accounts? Consolidate!

Do You Have Too Many Accounts? Consolidate!

Common Problem. Easy Fix. The Problem of Too Many Accounts Many people who grew up during the depression era learned that it was not good to put all their eggs in one basket. The risk of losing the basket along with all their eggs was too high. This lesson applied to...
Scammers and Identity Thieves

Scammers and Identity Thieves

A Summer is often a time for vacations and relaxed schedules, longer days with family barbecues and carefree gatherings. It can also be a time when we let down our guard and are not as vigilant with overseeing our credit card statements or bank account balances. ...
Stop Singing the Tax Time Blues

Stop Singing the Tax Time Blues

We are coming to the end of that time of year when you have exhausted yourself preparing to send information to your tax preparer. Tax time doesn’t have to be a downer although can be a stressful and overwhelming period for many individuals. With numerous documents to...