Review – One Year To An Organized Financial Life

A little while back, I received a book from author Regina Leeds. It is titled One Year To An Organized Financial Life and I said I would review it on here.

Well, let me tell you – this is one of the best financial books I have ever read. Regina is a professional organizer and you can tell just by reading the book that she is a sweet, kind-hearted person. She genuinely cares about her clients and wants to see them succeed. She had certified financial advisor, Russell Wild, help her with the financial bits and she contributed all of the organizing mumbo jumbo.

This book is full of awesome tips on getting your finances in order and it all goes on a monthly schedule so that you do not get overwhelmed. By the end of one year, you should have all of your financial stuff in order (if you can put the book down to get started! I read this book in about a week. It is THAT good.). For example, here’s what Regina teaches you in March:

WEEK ONE – Gather, sort and file tax-related papers.
WEEK TWO – Tally those sorted receipts.
WEEK THREE – Determine whether to use a tax pro, software or do your taxes yourself.
WEEK FOUR – Check for errors on your tax forms. Also, how will you use your tax refund?

… and here’s what she teaches you in July:

WEEK ONE – Decide if you need a financial advisor.
WEEK TWO – Learn the ins and outs of savvy portfolio maintenance.
WEEK THREE – Decide who will inherit, starting with creating a will.
WEEK FOUR – Understand how beneficiary forms work and review yours periodically.

I can’t tell enough people about this book. I just really, really loved it. I was so impressed with this book, that I actually went out and bought Regina’s other organizing book – One Year To An Organized Life. I haven’t read it yet, but if it’s anything like this financial one, I’m sure it will be fantastic!

Maybe for my next review, I will get to check out a ps3! Yeah right.. that’d be nice!

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