Tag Archives: financial documents

My 2014 challenge

I spent the day after Thanksgiving giving my office a thorough, long overdue cleaning. It was awful, I have to admit. But in going through my bookshelf, I came across Elizabeth Bradford’s book, The Painted Journal. This book was given … Continue reading

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Organizing Your Financial Records…Paper or Not

Quick! Can you get your hands on your 2010 tax return, the deed to your home, the bill from the last time you got your house painted? Chances are you’d have to search – panic stricken – through some random… Continue reading

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Update your estate plan part 2

As I noted last week, there are other necessary elements to your basic estate plan. You need: A living will. This document tells a doctor or hospital what action you want taken in a dire situation. It answers the question,… Continue reading

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