Financial Organization

Who is on your Financial Team?

Published on:
Tue, 08 Mar 2016
By:
Barbara

Do you have a team of experts who assist you with your finances? Maybe you prefer to wait until the need arises, for example if you want to get a mortgage or purchase a car. Although that method can work well for many people, there may be times when an emergency arises, and a person is left to scramble to find the professional they are seeking.

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5 Tips to Keep Your Paperwork Organized

Published on:
Fri, 05 Feb 2016
By:
Barbara

Do you struggle with managing your numerous receipts, bank statements, medical or legal paperwork and other important documents? If so, you are not alone! Although we have computers, smart phones, scanners and online tools, many people still find themselves bogged down under piles of paper on every available surface, and rarely are able to find what they need when they want.

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The Top 3 Reasons I Like Financial Organization

Published on:
Thu, 09 Oct 2014
By:
Barbara

inancial organization is a priority in my life and I thoroughly enjoy the process of sorting through and updating my important documents. However, I do understand that organizing one’s paperwork is the absolute “worst way to spend the day” for many, which is how I feel about cleaning out my basement.

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