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Staying Organized Over the Summer

Summer may mean endless months of vacation for your kids – but life is a bit different for us adults. Work doesn't just stop from Memorial Day to Labor Day, and you have to find a way to get your...


The Key To Life Document Organization

So many stories over the course of many years in the financial industry. There was the daughter that called from her father’s hospital bedside, desperate because she couldn’t access any of his...


Tax Advice: Making Tax Time Easier

Tax advice is something that all of us are interested in. Who doesn’t want to make sure that they are getting everything they are owed? The problem is that most tax advice centers around how to make...