Janet Berry-Johnson, CPA
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How to Organize Tax Documents for a Stress-Free Tax Season

How to Organize Tax Documents for a Stress-Free Tax Season

by Janet Berry-Johnson | Feb 26, 2026 | Paper Organization, Taxes

Does tax season involve digging through piles of paperwork and file cabinets, scrolling through old emails, and hoping you didn’t miss anything important? There is a better way. With a simple system in place, you can make filing your tax return (whether you work...
10 Steps to an Organized Financial Life

10 Steps to an Organized Financial Life

by Janet Berry-Johnson | Jan 25, 2026 | Paper Organization, Personal Finance

Getting your financial life organized is all about knowing where your money is going, being able to find what you need when you need it, and feeling confident that nothing important is slipping through the cracks. If your finances feel scattered or you’ve been meaning...
How to Organize Medical Records for Aging Parents

How to Organize Medical Records for Aging Parents

by Janet Berry-Johnson | Oct 23, 2025 | Paper Organization

If you’ve ever tried to find your parent’s medical information in a pinch, like during a medical emergency, you know how stressful it can be. While many financial and insurance records are now digital, medical information isn’t always as easy to access. Privacy laws...
Smart Money Moves for Solo Agers

Smart Money Moves for Solo Agers

by Janet Berry-Johnson | Sep 25, 2025 | Paper Organization, Personal Finance

As more people are choosing to remain single or childfree, a growing number of older adults are finding themselves navigating retirement and aging on their own. These solo agers don’t have a spouse, adult children, or close family members to step in and manage...
When a Senior Can’t Manage Their Personal Affairs, Who Will?

When a Senior Can’t Manage Their Personal Affairs, Who Will?

by Janet Berry-Johnson | Aug 30, 2025 | Paper Organization, Personal Finance

It’s a question many families don’t think to ask until it’s too late. One of my friends, Carrie (all names have been changed for privacy), recently shared a story that underscores just how important it is to have proactive conversations about aging and...
How to Organize Important Paperwork Simply and Safely

How to Organize Important Paperwork Simply and Safely

by Janet Berry-Johnson | Jul 17, 2025 | Paper Organization

When I first met Jodi (name changed for privacy), she was balancing more than most people could imagine. A single mom with three college-age kids she was preparing to launch into adulthood, she was also in the thick of settling her late father’s estate and caring for...
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Recent Posts

  • How to Organize Tax Documents for a Stress-Free Tax Season
  • 10 Steps to an Organized Financial Life
  • 10 Year-End Financial Tasks To Set You Up for a Stronger Year Ahead
  • 5 of the Best Personal Finance Books to Help You Take Control of Your Money
  • How to Organize Medical Records for Aging Parents

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Disclaimer

While I am an accountant, I am not an attorney or a financial advisor, nor am I holding myself out to be. The information contained in this website is not intended to be a substitute for tax, legal or financial advice that can be provided by your own attorney, accountant or financial advisor. Although I take care to provide information for my readers, I cannot be held responsible for any errors or omissions, and I accept no liability whatsoever for any loss or damage you may incur. Always seek tax, financial and legal counsel related to your specific circumstances as needed for any and all questions and concerns you now have, or may have in the future. By viewing this website or anything made available on this website, you agree that the information contained on this website is not legal or financial advice.

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