Below you'll find a list of all posts from November, 2018
There is nothing like a new kitten to lighten things up and provoke a smile or two. That’s what I found when my family adopted Rosie Mittens two years ago. And since I have a home office, the furry bundle of joy follows me into my financial organizing workplace. Little did I know that her most endearing characteristics could be …
I recently spoke to a local Rotary about my best tips, as an experienced financial organizer / daily money manager, for working effectively with seniors on their financial paperwork. Not everyone chooses, as I have, to make working with clients and their paperwork their career. But, with the aging population, you may find that you are called in help a …