Organizing Tax Documents? Remember—Statements, Not Screenshots

{1:37 minutes to read} InformationOrganizing Tax Documents? Remember—Statements, Not Screenshots by Susan Moussi seems to be available at the touch of a screen or click of a mouse. If one wants to know the balance in an account, in a brief moment, one can quickly pull up the summary on their desktop or smartphone. 

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End-of-Life Discussions & Decisions

End-of-Life Discussions & Decisions by Susan Moussi

{3:30 minutes to read} The subject of this article comes from my personal experience this past fall with the death of my husband, Cliff. Cliff was diagnosed with brain cancer in 2014. Life took on a new normal, and we had nearly two years after his diagnosis to take care of planning, completing paperwork, and discussing his wishes.

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