Welcome to A Pinch of Joy! This post is part 4 in a series on using tax documents to organize your financial life. We began this series by gathering documents for tax preparation in Part 1 and each week added a bit more information. In Part 2, the papers helped prepare for emergencies. In part 3, you developed financial goals to live the life you want and to make sure you and your family have adequate protection through savings and insurance, a debt repayment plan. We also took a snapshot of where you stand financially. In Part 4, refer again to that tidy little pile of tax papers that started this financial adventure – plus a little more information. An easy way to develop a spending plan to help you achieve the financial goals and live the life you want to live. A ... [Read More]
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