6 Holiday Tips for New Philanthropists
Picking and choosing charities can be daunting. It seems like everyone wants a piece of us this time of year, and the sheer number of newsletters and solicitations makes them impossible to tame. Many people already have relationships with organizations that advocate...
Put Your Finances In Order Before Divorce Or Suffer More Pain
No one enters a marriage with plans to divorce or plans to have a stranger looking at their expenses with a fine-tooth comb, but it happens. Individuals often pay their bills online without performing any serious recordkeeping. This can become problematic, even if you...
Pumpkin Spice Bookkeeping
Fall, autumn, otoño — You know it’s that time of year when your building switches from air conditioning to heat. The cooler weather triggers thoughts of a crisp, new beginning in January. And as part of this new and improved version of yourself, your New Year’s...
Creating A Spending Plan
The word “budget” is perhaps the only four-letter word that has six letters. Budgeting isn’t always the nicest word to use when talking about money. For many, it’s full of negative connotations. It can feel restricting about where your money can go. This often makes...
Credit is Essential
Your credit score is vital to your financial well-being, yet so many of us don’t even know what it is. Keeping track of it is important, especially if you’re at a transition point in your life. For example, a divorce never results in a decrease in spending — the...
Celebrating 27 years in business helping people stay financially organized
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