Monthly Archives: July 2012

Ebb & Flow of Financial Organization

By now you have a financial organization notebook, chronicling your goals and what gets in your way. You’ve also set up physical files to store your important financial paperwork. One area that my clients seem to trip up is in … Continue reading

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Wrestling the Paper Beast of Financial Organization

Now that the space where you handle your financial life is more organized, let’s tackle the paperwork that needs storing. I always tell my clients that what works for me may not work for them, and there is no one … Continue reading

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