What Should I Shred?

What Should I Shred?

I often get asked what paperwork should be shredded. I wish there was a clear cut answer, but there isn’t.  It really boils down to what your personal tolerance is regarding potential identity theft. I’ve worked with clients that recycle everything (even tax...
How Long Should You Keep Financial Records?

How Long Should You Keep Financial Records?

It’s tax season, which is always a great time to clean out and organize your financial records. One of the main things people are always asking is how long they should keep their financial records. Let’s break it down by each category of financial records: Current...
Celebrating 15 Years of Emend, Part II

Celebrating 15 Years of Emend, Part II

It’s been 15 years since I started Emend! To celebrate, I’m sharing some stand-out memories from my years in business and how the pandemic has changed things. Plus, read on to see what’s next for Emend. Things I Never Thought I’d be Organizing Of course, I expected to...