Tag Archives | organizing financial records

Yield Road Sign

Y is for Yielding to Better Spending

  The past decade has been one of splurging and in many cases—living well beyond our means. Easy access to credit cards and home equity loans enabled Americans to live more lavishly than any previous generation. Our attitudes were a little bit like Scarlett O’Hara in Gone with the Wind—we would worry about it tomorrow. […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.
T-is-for-Tax-time-300x300[1]

T is for Tax Time

    It’s tax time.  Do you owe a large sum of money?  Do you have the means to pay it off? The realization that you can’t pay your taxes can make you feel uneasy, but don’t worry; there are some actions you can take to remedy the situation.                        Here are a few tips: […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.
organizing mail/bills

AZ asks: Dorothy Merchant’s advice on organizing mail/bills.

    Dorothy Merchant moved to Greensboro from Ohio. When asked why, she replies, “I was looking for sunshine.” For the most part, she has not been disappointed. This mother of four adult children and grandmother of two is a retired college and university professor and administrator. She has also worked as the executive director […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.
hand with help flag sticking out of papers

AZ asks: How do I organize financial records?

    Dorothy Merchant moved to Greensboro from Ohio. When asked why, she replies, “I was looking for sunshine.” For the most part, she has not been disappointed. This mother of four adult children and grandmother of two is a retired college and university professor and administrator.  She has also worked as the executive director of […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.