Closed September 2017

Paper Management

To Scan, or Not To Scan…That is the Question

This issue keeps coming up… what about scanning things?  I think for most home offices it’s probably not the best solution, at least right now.  Why?  2 big reasons… 1.  Usually people’s "To File" pile then just becomes their "To Scan" pile. It’s really not that much different as far as procrastination or truly managing… Read more »

Gift Certificates: Organizing Your Quasi-Cash

It’s certainly getting popular nowadays to give "Gift Cards" from major stores to people in lieu of a regular gift.  We have seen many of these that have been lost in homes.  They belong in your wallet, as they are the same as cash.  Other gift certificates that are larger in size face this question:… Read more »

Could your family find your important papers if you were gone?

A recent Parade magazine in the Sunday newspapers had a wonderful article about getting your finances organized in the event of an emergency. Click here to read the article on Parade’s website. We often help people organize their papers, and this issue is one I would love to address more directly with our clients. I… Read more »

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