Janet Berry-Johnson, CPA
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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...

10 Year-End Financial Tasks To Set You Up for a Stronger Year Ahead

by Janet Berry-Johnson | Dec 11, 2025 | Personal Finance

At the end of the year, it’s natural to shift your attention toward holidays, family, and a much-needed break. But it’s also a great time to check in on your finances. Handling a few year-end financial tasks can strengthen your financial foundation, reduce your...

5 of the Best Personal Finance Books to Help You Take Control of Your Money

by Janet Berry-Johnson | Nov 25, 2025 | Personal Finance, Uncategorized

Do you ever wish you learned more about how to manage your money back in high school? I get it. We had to learn to write cursive, memorize the periodic table of elements, and learn how to do long division by hand, but nobody talked to us about budgeting, saving for...

How to Get Your Finances in Order: A Step-by-Step Guide

by Janet Berry-Johnson | Oct 9, 2025 | Personal Finance

Do you feel like your money slips through your fingers faster than you can keep track of it? If you want to know how to get your finances in order but aren’t sure where to begin, you’re not alone. Maybe you made some financial missteps in the past and are...
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...
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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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