Helpful Tips for the New Year

It is that time of year when we reset our goals and get excited for the year ahead.  This is the time to be meeting with your strategy team. I’m always reminding my clients that a qualified team of specialists can help them reach their financial goals.

The purpose of this article is to help you start the year in a positive direction, with a few tips to help with your financial goals.

This is the time of year when most of us are preparing our 2015 information to share with our CPA, who is a much-needed part of our strategy team. One of the important items to report is mileage, yet many of us scratch our heads trying to make sense of this…until now.

If you have a smart phone, I discovered a useful little tool called MileIQ. You no longer need to keep a manual log, whether it be a digital log or a handwritten paper log. This program runs in the background every time we drive and allows us to swipe left or right to determine if it the miles were for business or personal reasons. And it’s as simple as that. I just found it, so I’m testing it out as I write this. But so far, it has proved to be very helpful. So check it out if this is something you need. 

Another tool that has assisted me for some time is having a way to manage my documents. We are supposed to be a paperless society and yet it often doesn’t seem that way. And many of us don’t realize that having multiple providers for utilities, bank statements, mortgage statements, credit cards, etc. means storing a million different user IDs and unique passwords. What we also may not realize is that these providers don’t store our documents indefinitely; in fact, if the IRS comes calling, we need a way to generate these statements easily and painlessly. So, check out FileThis.com. It has many useful features: it creates bill reminders so you are never late on a payment; it has a dashboard that allows you to find all balances in one place; it captures your receipts on the go; it helps with organization so you can easily find your account statements; and best of all—it is secure and 100% paperless.

Hope these two tools provide you with some much-needed help in organizing and keeping on top of your 2016 goals. Check them out!

If you need help in putting together a financial team so you can steer your ship to financial freedom, please reach out to us.  We are committed to helping you reach financial security in a changing world.

                                                    Your Team at BMM

.....Because Money Matters

Investment advisory services are offered through Berson Money Management, a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.  This article was provided by courtesy of Dimensional Fund Advisor LP, an investment advisor registered with the SEC. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted.   The contents of this email and any accompanying documents are confidential and for the sole use of the entity to whom they are addressed.   They are not to be copied, quoted, excerpted or distributed without express written permission of the firm.  Any other use beyond its author's intent, distribution or copying of the contents of this e‐mail is strictly prohibited.  Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only.