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Financial Organization
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Tax Organizer

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By Naomi Cook

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Tax OrganizerNow that it's February and you have all of the documents you need to complete your taxes, there's no excuse for not getting your finances squared away. Here are three steps to streamlining the process:

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The results are in - here are the top five resolutions from our 2012-2013 survey:

1.      Become more physically fit

2.      Improve financial condition

3.      Improve health

4.      Lose weight

5.      Read more/become more educated

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Real Life Adventures Ring-bound Daily Planner RefillWe have a thing for January. It’s National Get Organized Month. All that sorting, stashing, planning, and relocating are right down our alley.

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By Monica Friel

Of course there are many different ways to deal with the deluge of receipts that continually fill up your wallet and pockets, but what is the best way to organize them? That answer really is individual. When we work with a client who has "receipt clutter" we offer several suggestions, here are a few:

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Financial Plans SupplementSaving money is incredibly important. You never know when you’re going to need an extra thousand dollars or more. You may end up laid off and looking for work.

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During tax season most of us will spend some time digging through our filing cabinets. Most likely, there will be all sorts of documents from past tax years – medical bills, W2s, interest statements, and, frankly, some things that we’re not sure why we’re keeping. This tax season, go through your old documents and throw out expired statements. Most documents can be shredded after three years, or six years if you run your own business. Check with your tax professional.

 

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by Aby Garvey

I don't know about you, but every January I get the itch to declutter. Do you get this itch, too? Maybe it's the fact that our homes are overstuffed with new things, or maybe it's just a nice way to welcome in the New Year-with a cleaner slate and a bit of breathing room. Regardless of the motivator, decluttering is a terrific way to welcome the year, especially when you declutter with intention and purpose. In other words, when you identify something new that you want to create in the year ahead and let go of something old to support your desire, you create space for change. You also solidify your intention to make it happen.

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In 2002, FranklinCovey Organizational Products published the results of our first annual New Year's Resolutions Survey. We conducted the poll again this year, asking the exact same questions to a statistically similar, nation-wide representative group.

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