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How I Organize My Paper Files and Filing Cabinet

Family Balance Sheet

I haven't embraced a paper-free lifestyle yet. I still prefer a paper day planner over my google calendar. I prefer to read paper books over our e-reader. And I still use a filing cabinet for my office papers, instead of scanning them onto the computer. I filed our essential papers, but I wasn't purging at the same time.

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Create a Personal Escrow Fund | 31 Days to Organize Your Finances

Family Balance Sheet

Get out a piece of paper and make a list of all your yearly, quarterly, non-monthly expenses. Every month, we transfer this money into a savings account that is connected to our checking account. When a bill comes due, I transfer from the savings into the checking to pay to bill. auto insurance – due yearly.

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9 Best IRA Accounts for December 2023

Savings Corner

The seamless experience between viewing an IRA alongside other Bank of America products (like home loans, savings accounts, and CDs) can be appealing for IRA investors seeking a simple, unified perspective on their finances. The broker also doesn’t have many robust trading tools or charts, which could disappoint active traders.

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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

I keep our paper work organized and QuickBooks updated through out the year, so that when January rolls around, I only need to pull together the year end statements as they arrive in the mail. As I receive the paper work through out the year, it is filed, so that at tax time everything is in one place.

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6 Things I Learned When I Became an Investor

Prairie Eco-Thrifter

When we just had a checking and a savings account, a simple monthly balancing and filing of the statements sufficed as record keeping for my spouse and I. We essentially doubled the number of accounts to split up our assets between the two trusts. Record keeping is tedious. The market goes up and down. Some years that hurt!

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How to Simplify Your Life to Make it Better

Prairie Eco-Thrifter

You pick up a piece of paper and ask yourself these questions: Do I need to keep this? I managed to reduce the amount of paper on my desk to a very small pile, I shredded buckets of papers and trashed even more. I kept one checking account as the working account and had my salary paid automatically into it.

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Is A Penny Saved A Penny Earned?

Prairie Eco-Thrifter

The sign – which consisted of glitter, glue and notebook paper (not even the kind with the smooth edge) – sent many a thirsty customer to my front yard. My mom wanted me to open a savings account as a safe place to stash my cash. I made, what I thought was, a fortune.