Even if your estate plan is in order, it won’t be of much help to your heirs if they can’t locate important documents when you’re no longer around. Organizing your financial and estate-planning ...

You know that ever-expanding mountain of bills, forms, receipts, coupons, and statements that collects on the kitchen counter (or the microwave, on top of the refrigerator, by the phone, etc.)? I once ...

Shoved into drawers or heaped into piles, snail mail and documents can quickly crowd a workspace—and stifle productivity. While the rest of your home may be easier to sort KonMari style, we’re betting ...

This system for naming and storing all the paperwork you need to prepare your taxes is easy, and you don't have to follow it perfectly for it to work. I'm an expert in software and work-related issues ...

Everyone is talking about the incoming Trump administration, and we’re hearing a range of predictions about future tax proposals and planning options. But sometimes it’s best to tune out all the noise ...