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Recordkeeping

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Creating Files to Organize Tax Records

Throughout the year, you likely receive a significant amount of paperwork, some of which needs to be retained to prepare your tax return. Other documents may need to be retained to substantiate prior-year [more…]

How to Organize Your Financial Records

Do you have financial records that you don’t know what to do with? Do you have stacks of unopened bills? Do you stress out at tax time trying to find all your required documents? And are you lacking a [more…]

Are Your Investments Tax-Deferred?

If your investments are tax-deferred — if, for example, you’re using individual retirement accounts (IRAs), Simple-IRAs, Roth accounts, or 401(k)s — you don’t really need to track investment income and [more…]

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