Financial Clarity Starts Here

Practical tips and expert insights to help you make informed financial decisions during life’s transitions.
A Pen and a Spectacle on the Papers Image

Tax Organization Compared to Packing

You would think packing for a trip would be fun- why do I hate it so much? I feel the same about organizing my papers to prepare for my tax return. Here are a couple of helpful hints  1. On Jan 1 put a large envelope somewhere near where you

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Attacking the Batch- First Up the Insurance Pile

Okay so you are pilling your paperwork by batches, great job, hopefully you are on your way. The first batch to attack is insurance. Why this first? Insurance falls into the set it and forget it group, and has the biggest consequences if you aren’t prepared. We are going to

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Give Yourself Permission

Okay so I was going to start this business in November, then my family came home, my extended family needed help, and I wasn’t sure how I was going to start this business, now I am in February. That is okay. Sometimes, well maybe often, things don’t happen as quick

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Get Ready for the Batch

I know that many of you have a system for organizing your financial records. I would like you to consider my batch method. The first step is to take all of your paperwork and put it in piles(the batch) by type. So for example, insurance, investments, people. Every subject and

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Multi Color Papers Flying in the Air Image

Moments

So my last blog post was going through your paperwork and batching your files. You may discover paperwork, a school project, or notes that brings up a fun memory. How can we look back at the past year and take away something positive from the misery. This past year we

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