Many clients of mine have told me they have the challenge of organizing their paperwork. In this age of technology you would think that Americans have reduced the amount of paperwork in their lives, ...

The expectation: Your home office space is organized, free of clutter and looks straight out of Instagram. The reality: Mount Everest, but make it paperwork. Who do you call to tame the mess? The ...

We all have spots in the house that are stacked with important documents yet to be filed. From receipts to bank statements and the abundance of life admin, there's a lot of paperwork to organize. If ...

Did the recent tax season find you drowning in paperwork or inundated by electronic files from your various investment accounts? Take heart—maintaining your tax documentation doesn’t have to be ...

If a company is not organized, it is bound to fail. Mistakes in filing paperwork can lead to enormous problems for a company. For example, if a form is misfiled and ...

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 ...

Here’s another one of those small things you can knock out of the way before taxes come due: Organizing your financial documents. That doesn’t necessarily mean color-coded folders and an alphabetized ...