If this is the data age, then you want to be sure you have safeguards in place for your smartphones, computers and even key paper documents. You can set up the safeguards and be more secure for doing so.

Think of those who rely on you: get proper insurance and sign appropriate estate plan

Understand the AMT so your tax planning will pay off; preserving your deductions can yield very substantial savings on your income taxes.

How do you address market risk, inflation risk, interest rate risk, opportunity costs and liquidity risk. Use the tools of comprehensive financial planning - cash & debt management, tax-planning, investing and insurance - so all your resources work the best way over time.

Trying just to simplify your finances may distort what you want your money to do. Read this for ways to gain better understanding of your finances that can also make your finances simpler.

Want to share holiday cheer beyond friends and family, but don't know what is appropriate? read this for our summary of etiquette for tipping and other feedback.

Customer service calls don't have to be a pain, and you can actually accomplish your goals. Read this so your next conversation with a customer service rep goes swimmingly.

Financial planners often feel as if they preach sermons to encourage needed planning. Read this to see why they try so hard to get you to deal with long-term planning.