12 Record Keeping Guidelines

12 Record Keeping Guidelines

Tax Returns You should have eight files, one for each of the last seven years plus one for the current year. Mark the year on each file and put all of that year’s important tax documents, such as W-2 forms, 1099s and a copy of all tax returns you filed for that...
Find Your Stuff

Find Your Stuff

Find your Stuff and Get Financially Organized! This video highlights 12 major areas of your finances that you need to be able to easily access in a hurry. If you’d like to print the information, you can download it here  
What To Do with Your Stuff

What To Do with Your Stuff

This Video walks you through setting up a file system for “Your Stuff” to make it easy for you to quickly access your information when you need it. Watch Part 1 here:    • DON’T MAKE THIS MISTAKE when you get …   Download 12 Record-Keeping...