Financial paperwork and files are something everyone has, but keeping them organized can feel challenging. Grant Gallagher, Affinity Federal Credit Union Director of Financial Wellbeing & Brand ...

In both personal and work life, well-managed documents have become a key requirement. Since digital files can pile up quickly, organization becomes a top priority. Tools and utilities offer a ...

Tax filing deadlines inspire many of us to vow that we’re finally going to organize our papers. Start with understanding what should be kept, in what format and for how long. Then, set up a system to ...

An important, yet neglected, aspect of financial success is organizing your paperwork. Melanie Cullen, author of Get It Together: Organize Your Records So Your Family Won’t Have To, explains why ...

We've all been there. It’s two weeks (or two days) until April 15, and you're scrambling to organize the past 12 months of your life. If you’re itemizing any deductions, this means tracking down old ...

Is it tax time already? You may not want to admit it, but tax time starts well before the filing deadline. Your important tax forms start arriving in the mail in January. If you simply let them ...

Health-care reimbursements. Those words are the source of much frustration, dread and procrastination. Many people would choose paying bills, doing their taxes or creating an estate plan over applying ...

I'm overwhelmed with documents! Old tax documents, receipts, bills, contracts, insurance policies, certificates, I have entirely too many of them, and half of them are digital copies. Do you have any ...

"Was I supposed to sign something for your teacher?" The final minutes before you take the children to school don't have to be chaotic. Tracy Bem, a Wellington professional organizer, helps parents ...