How to create a financially organized life

As we move into tax season this month, start watching your incoming mail for tax forms and preparing documents to file your tax returns. One way to stay on top of these tax forms is to designate a basket or box to collect them as they come in and create a computer file for any forms that come through electronically. 

Additionally, organizing these financial documents should be a top priority to ensure that no paperwork falls through the cracks and costs you a tax deduction or credit. If you plan to tackle that paperwork soon, here's a checklist on "Creating a Financially Organized Life." You may have received this from me in the past, but I think it is important to review it each year. This resource is quite thorough in helping you arrange your documents, saving you time and headaches as you manage them during tax season and beyond. 

If you have any questions, please don't hesitate to call or email. We are happy to work with you to get you in great organizational shape for 2023!