Document Retention Guidelines and Record Keeping

Record Keeping Guidelines What can you shred vs. what should you save? Customers often ask how long they should keep a particular document or financial record. So, I decided to draft these Document Retention Guidelines and Record Keeping Guidelines to help you decide...

Got Junk Mail?

Since we are celebrating Earth Week this week, I thought I would share some great apps and sites that stop junk mail from coming to your house. I just eliminated some of the junk mail coming to my home by using the iPhone App Paper Karma (also available in a Droid...