Category Archives: Getting Organized

Tax Identity Theft – Be Aware!

Tax ID theft is a growing problem.  It occurs when someone uses your stolen Social Security number to file a fraudulent tax return claiming a refund.  The ID Thieves try to file early in the tax season using fake documents … Continue reading

Posted in Financial Records, Getting Organized, Identity Theft, Taxes, Uncategorized

Getting Organized Financially: Take Small Steps To Make It Happen.

First ask yourself why. Why take the steps you are considering taking to get organized in your financial life? Will you feel better mentally and emotionally by reducing clutter? Will you save money and time by being able to find … Continue reading

Posted in Financial Goals, Financial Records, Getting Organized, Insurance, Uncategorized