Organize Your Finances CategoryFinancial Tips after Super Storm Sandy
A to Z list of Insurance claim contacts Also see Tips from Travelers Insurance for what to do after the storm Banking Due to the severity and impact of the storm, some banks have announced they are waiving certain fees. Check your bank for details.… read more » Wells Fargo A to Z list of Insurance claim contactsThe following compilation is courtesy of York International Agency Company Name INSURANCE COMPANIES ACE USA ACE Private Risk Services (Personal) ARS Latiff Acuity Allmerica / Hanover American Bankers / Assurance Property American Coastal Insurance Company American General Property Insurance For Young and Old, April is Financial Literacy MonthThere is no escaping what for many is the ugly truth: personal financial management is a life skill. Most people are not comfortable managing their finances. I do not want to delve into the why. My best advice: learn one new financial management skill at a time. Just do it. … read more » Examine Your Tax Return (before you e-file or mail it!)
March 10, 2012 |
Filed Under Accounting Best Practices, Organize Your Finances, Video Tips
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It’s that time of year. This past week, I reviewed one of our client’s tax returns and found an error. As I recommend, I did this examination before the client e-filed. I contacted the tax preparer and asked about a missing deductible expense that we had included with the financial … read more » Budget – Begin with the End in Mind
February 13, 2012 |
Filed Under Accounting Best Practices, Beat Today's Economy, Budget, Organize Your Finances
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What are your 2012 financial needs or goals? Will you repay debt? Save? Reduce some expenses and increase others? Write down your goals. Work from the Bottom Up Last week, I suggested you analyze your 2011 financial picture. You gathered information. Now, let’s bring the pieces together. Create main areas of spending: home … read more » |
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