Paperwork Management

When you look ahead to this year…which is you?

Our last blog talked about projecting your taxes, so you can see what’s coming and plan for it. A lot of what planners do is look ahead to see what is coming and what could be coming, so you can have what you need ready.  At Fiscal Fitness Clubs, we’ve broken down these tasks and given you step by step instructions and support to make it easier, because we know that managing your money and doing planning can seem [...]

Read more...

Are you willing to pay the cost of disorganization?

Here’s some more motivation to complete your January challenge of getting organized: Average late fee for a bill: $25 Extra interest on late credit card bills: $20 Lost gift card/discount card: $25 Missing return receipt: $50 Failure to cancel by deadline: $50 Missed conference registration deadlines: $75 Late airfare purchase: $100 Missed rebate request:$15 Lost warranty repairs/missed extended credit card warranty: $100 Missed deadline for reevaluating insurance: $100 Failure to file claims:  $30 Missed coupons: $5 Failure to cancel Dr. appointment/lesson/tutoring/etc.: $50 Do all of these 3 times in a year and they equal [...]

Read more...

January Challenge: Organize Your Paper & Cloud Files

One of the top resolutions for many people each year seems to be “getting organized” and that generally includes paperwork!  There are lots of reasons as to why you should do it this year and cross that resolution off your list! The Goal:   Implement and follow a paperwork management system that includes an organized and secure cloud folder. The Benefits: Save time and frustration when working on other tasks this year. How can you expect to put a net worth statement together or [...]

Read more...

Being the Director of Getting Things Done!

That’s your title this year! You have taken on the challenge of being the “Director of Getting Things Done”, so you can get what you want from your money! Now, every “Director” needs a good assessment of where things stand and what needs to be done. After that, prioritization becomes important. Last month you got your paperwork organized, and that is good because you’re going to need to use that paperwork to complete this month’s projects: • Copying and renaming your Fiscal [...]

Read more...

What Can Disorganization Cost You?

Do any of these costs come to mind? Average late fee for bill pay: $25 Extra interest on late bills:     $20 Lost gift card/discount card: $25 Missing return receipt: $50 Failure to cancel by deadline: $50 Missed conference registration deadlines: $75 Late airfare purchase:  $100 Missed rebate request: $15 Lost warranty repairs or missed extended credit card warranty: $100 Passed deadline for reevaluating insurance: $100 Failure to file claims: $30 Missed coupons: $5 Failure to cancel Dr. appointment/lesson/tutoring/etc.: $50 Do all of these 3 times in a year= $1,935 a year! That’s a [...]

Read more...

Is Getting Organized one of Your Goals for this Year?

Is this your to do file? Out of sight, out of mind? One of the top resolutions seems to be “getting organized” and that generally includes paperwork! Our January focus for Club Members is Paperwork Management. Each month we focus on a different “financial” task by breaking down all that financial life stuff, so it becomes easier to do. Later in the year, we’ll be reviewing taxes, investments, legal and estate documents, insurance and a bunch of other stuff. Our goal [...]

Read more...