Feb 17, 2026
Thinking of changing how you prepare or file your taxes? Here are some things to keep in mind This is the time of year when we start gathering information to file federal and state taxes. For most of us, little will change and we’ll do what we’ve done every year. Some...
Mar 27, 2023
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...
Dec 23, 2021
“Hello Heather, this is Dave Stieglitz with Oasis. I have an unusual case and was wondering if you could call me back.” The Two Professionals Heather Jackson is a Certified Daily Money Manager® (DMM) with Jackson Personal Financial Services and Dave Stieglitz is a...
May 20, 2021
OKLAHOMA CITY (KFOR) – Many adult children serve as financial helpers to their elderly or ill parents. They provide services like paying bills, handling deposits and investments, filing insurance claims, preparing taxes and more. If you believe your parent...
May 28, 2019
1. Sort Mail as Soon as it Arrives • Toss junk mail. • Shred sensitive documents. • Separate out bills and keep them all in one place, such as in basket or tray. • File away any documents that you need to keep. 2. Create A Filing System • Use a filing cabinet or...
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