Every great artist builds their masterpiece one sketch at a time, and your financial journey works the very same way. The Marshall Art Sketchbook is your growing gallery of to-dos: simple, doable steps that help you line up smarter choices and shade in a stronger foundation. Drop in a new sketch each month, track your progress, and watch your confidence start filling in the picture.
The latest addition to The Marshall Art Sketchbook!
The latest addition to The Marshall Art Sketchbook!
_____ Prepare for tax season. Gather key documents like W-2s, 1099s, receipts for deductions (mortgage interest, charitable donations, medical expenses), and last year’s return so everything is in one place when you need it. Review your prior-year return and this year’s documents for changes in income, credits, or life events, and decide whether you’ll file yourself or hand things off to a pro. (Added February 2026)