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Tax Preparation Checklist: Gather These Documents to File Your Tax Return

Tax Preparation Checklist: Gather These Documents to File Your Tax Return

by Janet Berry-Johnson | Dec 9, 2024 | Paper Organization, Taxes

Tax season might feel like it’s a long way off, but following a tax preparation checklist and getting started early can save you stress and set you up for a smooth filing experience. While the IRS typically opens tax filing in mid-January, there’s no need to...
Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents

Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents

by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization

As our parents age, they may need help managing their finances. Between the constant flow of mail, bills, insurance paperwork, and other essential documents, it’s easy for things to slip through the cracks. Organizing financial paperwork for aging parents and handling...
How to Organize Financial Records: A Step-by-Step Guide

How to Organize Financial Records: A Step-by-Step Guide

by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization

If you’re like most of us, managing your finances can feel overwhelming, especially when juggling a busy life. Staying on top of bills, budgets, credit card statements, tax documents, and saving for retirement is challenging enough. But then you add the deluge...

Recent Posts

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  • Managing Elderly Parents Finances? Why You Should Consider Hiring a Daily Money Manager
  • Tax Preparation Checklist: Gather These Documents to File Your Tax Return
  • Protecting Your Elders: A Guide to Preventing and Addressing Elder Financial Abuse

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6818 Grover St Ste 402
Omaha, NE 68106
(402) 819-9584
janet@fireflyfinancialorganizing.com

 

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