How long to keep financial records

How long to keep financial records

You know you should keep tax records, bank statements, bills, and all those home improvement receipts. But do you need to keep them forever? Some things, yes. Other things have shorter life spans. And in almost all cases, a scanned copy is just as good as the original...
Paper Records: What to Toss, What to Keep

Paper Records: What to Toss, What to Keep

It happens to all of us….you open a file drawer (or TRY to open it!) and papers are crammed in and hanging out in all directions. Or you’re looking for something in the floor of the closet and find a box of old tax returns. You know it’s time to clean out, but how do...
Do you need a daily money manager?

Do you need a daily money manager?

A question I get a lot is “just what is a daily money manager (or DMM)?”  Not all DMMs perform the same functions.  Depending on their training and client base, their services will vary.  Another common question is “well who needs a DMM anyway?” Again, this will vary....