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  • What Personal Documents Should You Keep and for How Long?

    Published By: Leah Nichaman

    We are often asked about how long specific records should be kept. Discarding records that should be kept poses a wide range of potential tax and legal problems. Keeping reports too long wastes precious space and resources. But how long should you keep personal documents on record? The following are just a few suggestions about how […]

    Posted On: April 10, 2018 Learn More
  • Top 10 Financial Organizational Tips For Peace of Mind

    Published By: Leah Nichaman

    Top 10 Financial Organizational Tips For Peace of Mind 1. Sort Mail as Soon as it Arrives • Toss junk mail. • Shred sensitive documents. • Separate out bills and keep them all in one place, such as in basket or tray. • File away any documents that you need to keep. 2. Create A […]

    Posted On: March 15, 2017 Learn More
  • Filing for Seniors 101

    Published By: Leah Nichaman

    You are starting to help your 85 year-old mother with her finances. With the convenience of online banking, you can do most of the work easily, even though you live across the country. When you come to visit, you see that there are piles of paper everywhere. She agrees that you can get rid of […]

    Posted On: July 27, 2015 Learn More
  • This February, Don’t Give Chocolate

    Published By: Leah Nichaman

    This February, Don’t Give Chocolate February is the month for love, when we think of giving our loved ones flowers or chocolates or other tokens of our affection. This February, I’m dispensing with all that and giving my husband and children something that really expresses my love for them. I’m giving them a plan. This […]

    Posted On: February 7, 2015 Learn More