We are a few weeks into the new year. It’s a great time for fresh starts. I encourage my clients to begin the year by getting their financial papers in order.
I usually get groans as a response to this suggestion.
I have good news. Contrary to popular opinion, the job doesn’t have to be hard or boring. In fact, the task can be quite simple. Just think of how amazing it would feel to have everything you need at your fingertips to prepare your income tax returns this spring—well before Tax Day!
