Welcome!
This page shares general resources, tools, and guides to help you build better financial habits, prepare for tax season, and stay organized throughout the year. The content here is informational and educational — meant to support your understanding, not to provide personalized tax, legal, or financial advice.
PLAN AHEAD
General planning considerations and reminders to help you prepare for upcoming financial and tax-related deadlines.
Organization & Recordkeeping
Educational guidance on organizing financial information and maintaining records throughout the year.
Compliance & Requirements
High-level explanations of common tax and reporting requirements, and why they matter.
Tools & Resources
Curated tools, checklists, and third-party resources commonly used for financial organization and planning.