Do You Really Have to Fill Out Your Tax Organizer?

Do You Really Have to Fill Out Your Tax Organizer?

It’s tax time and we all know how daunting it is to put together the package of documents for your accountant or other tax preparer.  The document that seems to scare us the most is the tax organizer, the document your accountant sends you to help you collect your tax...
Sailing through Tax Time with the Help of a Daily Money Manager

Sailing through Tax Time with the Help of a Daily Money Manager

This is the time of year when we dream about sailing through the Caribbean or island hopping on a cruise ship. So, what’s stopping us? The tax filing deadline for one. Now that last year is over we are faced with the overwhelming task of gathering information needed...