Do you reconcile your statements?
Last updated onA very large number of our clients struggle with paperwork and mail. Many of them end up with a dozen or so boxes of mail that they’ve never even opened. Paper piles and paper management is one of my ultimate favorite things to organize and to help coach people on. A big part of why I love it is that we almost always find money in the paper piles either in check form, cash, gift cards or overpaid bills. I also love teaching people that most of the time, the paperwork they’re holding on to for dear life doesn’t have… read more »






