Call Us

Amy on Organizing Records


Free Shred Day Saturday May 16

Amy Praskac - Tuesday, March 31, 2015
The Austin Association of Records Managers and Administrators (ARMA) supports careful disposal of credit card statements, checking account records, prescription documents, medical insurance files, ..

Do you know where your 401(k) is?

Amy Praskac - Tuesday, March 24, 2015
According to a survey conducted by Harris Interactive, Americans typically don’t know how to roll over a 401(k) or have forgotten their 401(k) or just don’t have time to deal with it.  ..

What it took to roll over my late husband's 401(k)s: Part II

Amy Praskac - Tuesday, March 17, 2015
I had rolled over two of Doug’s 401(k)s and had one more to go. I called the 800-number on the latest statement and landed in automated phone hell. I couldn’t use the PIN and I couldn& ..

What it took to roll over my late husband's 401(k)s: Part I

Amy Praskac - Tuesday, March 10, 2015
Doug had three 401(k)s at the time of his death: his current employer, his immediate past employer, and the employer before that one. Each one of these accounts was a bigger headache than the one  ..

What documents you need to gather to do your taxes

Amy Praskac - Tuesday, March 03, 2015
The worst part of doing your taxes is gathering and organizing your records. You can pay someone to fill out the forms, but only you can gather all the needed information. Here are lists of the di ..

Recent Posts




PO Box 300457
Austin, TX 78703