Archive for the ‘Organization’ Category

Businesses don’t care whether you’re mourning or not

Monday, September 5th, 2011

Baker posted a link on his Google+ profile to this CNN Money article.  Denise Townley received a letter from Discover Card less than two weeks after her mother had passed away seeking to settle her mother's debts.  It would be an understatement to say that Ms. Townley wasn't pleased by ...

Wise Bread hit the nail with organizing the finances

Thursday, February 17th, 2011

It's not too often that I read an article and nod my head up and down throughout the whole thing because it makes that much sense.  Wise Bread writer Craig Ford has six tips for organizing finances that are completely spot-on: Reduce your total number of financial accounts. Just a few ...

Organizing for taxes and beyond, Part 2: Painting the broad strokes

Tuesday, January 25th, 2011

In Part 1 of this series, I explained the motivation for cracking out Quicken to get a handle on our family's finances for this year's tax season and beyond.  I began by entering  our primary checking account's transactions for 2010.  Along the way, I created accounts in Quicken for the ...

Organizing for taxes and beyond, Part 1: Breaking out Quicken

Monday, January 17th, 2011

This weekend I told my newsletter subscribers that I was starting up on my taxes.  Since I have about three months left, there's plenty of time to try to do it right, and set up an organized set of financial records in the process.  I'm starting with a lot of ...