Personal Taxes
Stay on top of your annual filing, estimated payments, and record-keeping to maximize deductions.
- Organize tax documents
- Maximize IRA contributions
- File an extension (if needed)
Personal Checklists
Work through curated personal tasks to keep your life organized. Each checklist includes due dates and key actions so you can stay on top of maintenance, finances, and security without stress.
Insurance
Review coverage for health, auto, home, and life to ensure you and your assets are fully protected.
- Review health insurance plan
- Review auto insurance limits
- Update home inventory
Home Ownership
Keep your property safe and valuable with maintenance schedules, tax checks, and security updates.
- Service HVAC systems
- Clean gutters and downspouts
- Test smoke and CO detectors
Auto
Maintain your vehicle's safety and legality with registration, inspection, and service reminders.
- Renew vehicle registration
- State safety/emissions inspection
- Oil change and filter
Estate Planning
Create a plan for your assets and healthcare decisions to protect your loved ones.
- Draft or update Last Will and Testament
- Consider a Living Trust
- Assign Financial Power of Attorney
Digital Security
Protect your online identity, accounts, and personal data from cyber threats.
- Update passwords
- Enable Multi-Factor Authentication (MFA)
- Update software and OS