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When it comes to my profession–daily money manager–there are several myths* (or, rather, myth-conceptions) ripe for busting. Unfortunately, these misunderstandings sometimes confuse colleagues, clients, and their families. And might stand in the way of their reaching out for assistance from a daily money manager. Let’s set the record straight on 4 misconceptions I encounter: 1) DMMs are money managers. The …
Early in my career at Personal Money Manager™, I had the pleasure of signing, as a witness, a client’s ballot. She was determined to vote, as she had her whole adult life, but disability prevented her from voting in person–or signing her absentee ballot with anything other than an “X”. Together, we made sure her ballot was correctly completed and …
Envision an Organized Financial LifeEnvision an Organized Financial LifeServing Westchester County, Rockland County , Northern New Jersey, and Manhattan since 2008Trusted Advisors”I have clients who need on-going help getting organized.” LEARN MOREFamilies and Caregivers”I don’t want to worry if dad’s paying his bills.” LEARN MORESeniors”There’s more to life than doing paperwork!” LEARN MOREWelcome to Personal Money ManagerTMMaybe you were searching …
If stuff comes into your house or office, or . . . anywhere, it also needs a way to get out. It’s a rule of nature. When things flow in but don’t flow out, clutter results. It makes sense. But it’s an challenge that I find clients have not considered or solved for themselves. Clutter can happen anywhere. And it …
There’s something about getting to April 15 that makes us feel like runners bursting through the ribbon at the finish line. As a non-runner, I can only imagine that thrill. All victories — big or small –are always worth celebrating. What’s different at Personal Money Manager™ is that the work we do to get to the end …
A chill in the air makes us want to bundle up. And not just with blankets and quilts (though I do love quilts!). Bundling is a simple technique to start adopting a new habit. At Personal Money Manager™ I’m often asked how to develop new routines and good organizing habits to avoid clutter build-up and the confusion it …
It’s a new year and so tempting to try new things. I’m with you! But sometimes, when it comes to paperwork organizing, we at Personal Money Manager™ find that the tried-and-true can be the way to get things done for our senior clients. Here are some examples: Three “Oldies but Goodies” to start the New Year; 1) …
Ten years ago, and six years into Personal Money Manager™, I put pen to paper, starting a blog and a newsletter, “Notes for Trusted Advisors.” Creating content. Truthfully, I had been resistant to having a business newsletter, even a blog, From the Desk of Personal Money Manager™. You see, my first job out of college and at several …
It’s a simple technique. Even easy. Maybe you learned it in kindergarten, or, from your Mom. It’s a strategy that stands the test of time. And works for me and my clients of all ages in my 16 years as Personal Money Manager™. (And while I work exclusively with clients’ paperwork (no attics or garage organizing for me), this technique …
It’s that time of year. Back to school for the kids and back to organizing basics for us grown-ups! Much of what I do as a financial organizer / daily money manager with or for senior clients is what I call “basics.” Some are tasks they could do themselves IF they had the time, interest, attention, or bandwidth. But that …