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...
December: Planning ahead

December: Planning ahead

The holiday season is in full swing, and we have news that there will soon be an effective vaccine for Covid19. With so much going on in our lives, it is easy to overlook several of the important financial dates for this month, so here’s a reminder. December 31– Last...
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