Our Financial Blog

Set Your Financial Records Right, Part 2

Set Your Financial Records Right, Part 2

(This is part 2 of the Set Your Financial Records Right series.) Let’s start with everyone’s favorite subject – taxes. You’ll want to start a file for this year’s tax return and use it to store all the paperwork you or your CPA will need to prepare your return. This...

Set Your Financial Records Right

Set Your Financial Records Right

Ever tear your bedroom apart looking for your birth certificate, sure that you had safely stored it in your sock drawer? Or pulled an all-nighter on April 14 preparing your tax return because you spent the previous three days searching for documents and receipts? I am...

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