How 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 strategies [...]

We 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 parents or [...]

I’ve added four new personal finance sites to my links section. Check them out!
Blogging Away Debt
Consumerism Commentary
Moolanomy
Punny Money

As the end of the year approaches, it’s time to think about any last minute tax strategies. At the same time, I have a checklist of things to prepare for the upcoming year. It’s more efficient to do them at the same time as many of the strategies impact calculations for next year.

As I sort through the piles and piles of financial articles and clippings all over, I found an old clipping I saved in Bloglines.
This article about how to convert paper savings bonds to electonic from My Money Blog is on my to-do list for Sam. As I was accessing her safe deposit box (I share [...]