Below you'll find a list of all posts from March, 2018
Late payment notices, overdraft fees, missed deadlines, confusing medical bills–you don’t have to be a senior to encounter these unwelcome surprises in your mailbox. While keeping up with paperwork is something people of all ages must do, it can be especially overwhelming for seniors and the disabled. A trusted family member or friend can help, but people often do not …
In my 10 years of financial organizing / daily money management, I have seen the good, the bad, and the ugly when it comes to people’s attempts at paper-organizing. Here are the top paper-organizing challenges that have tripped up my clients, and the solutions I have shared with them and helped them implement: No “landing strip” for your mail. One …