National Organize Your Files Week: How Long Do I Need to Keep This Document??

We learned the method of organizing based on categories of length of time we will need certain documents. Now, what are those documents that go into each category? How do we know to keep something for 1 year versus 7 years?   Why do I have to keep this? You may ask yourself, why would…

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National Organize Your Files Week: Do I Need A Safety Deposit Box?

Literally Misplacing Money When we were younger, our parents used to do Easter egg hunts with us on Easter morning with plastic eggs. Green eggs were filled with money (ranging from $1-$5- don’t worry no 100s in our eggs) and the other colors were filled with candy. On one particular year, my parents decided to…

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Gold, Silver or Bronze?

Gold, silver or bronze? With the Olympics here, what a great time to review… Do you generally review your investments? Do you review them like the Olympics, every four years? What is your gold-medal investment? What is your silver medal investment? What is your bronze medal investment? While we’re at it, perhaps we should also…

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6 Tips to Manage Holiday Spending Stress

While the holidays should be a time of joy and love, we are often faced with stress during the preparation for the big day. Here are 6 tips to help you manage and reduce stress that accompanies the holidays, so that you can focus on feeling (and spreading! all the joy and love! Plan ahead…

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