I’ve come up with an easy strategy to take the pain out of doing our taxes. We have lots of accounts, but doing our taxes is actually relatively easy based on some simple organization techniques. Replacing all the forms and data with one list makes the process quick and easy. Here’s how I organize our tax work [...]
American Express Finance Charge Fixed
Posted byI had my husband call American Express yesterday to get the $689.72 finance charge straightened out on his IN: CHICAGO American Express card. He actually tried to call on Wednesday, but the hold time was over 10 minutes. He waited for a few, then handed me the phone to hold when the doorbell rang. Somehow in [...]
How Do I Organize 181 Accounts?
Posted byHow exactly do I stay organized with 89 credit accounts, 31 bank accounts, 29 investment accounts and 32 other accounts (not including 14 accounts for the kids and numerous accounts for family members)? That’s what readers wanted to know when I started to describe some of the details of our accounts. I’ll highlight my various [...]
Creating a Special Needs Trust
Posted byWe recently set up a special needs trust for for a family member. It is an important part of planning for the future of a disabled individual and has large consequences if done incorrectly. Special Needs Trust Special needs trusts, or supplemental needs trusts, provide the means to care for a disabled child (or adult) after the [...]
