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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 …
Want to make up for that lost Daylight Savings hour? Here are four simple Personal Money Manager™ paper-organizing timesavers to the rescue! Choose one or more to keep papers under control. Rest assured that all have been field-tested with my senior clients. Some tips are “one and done” (like #1), while others take maintenance. I encourage clients who are so …
The CARES Act (Coronavirus Aid, Relief, and Economic Security Act) changed the tax benefit of charitable giving in a big way. For the first time, you do not have to itemize to get a partial deduction for cash contributions. To encourage more charitable giving in 2020, single or joint filers could claim a $300 “above-the-line” write-off on their tax returns. …
Remember when we were taught “the magic word”? That word was “please”. And it opened doors. We were also taught two other magical words: “Thank you.” At the start of this grinding pandemic, new attention was paid to those on the front lines—in healthcare, government offices, and the supermarket. Even those at the other end of the phone—to answer our …
My writing inspiration this month comes from two different childhood sources. One was Writers at Work, a book my Mom gave me with interviews with authors about their lives. (Mom wanted me to become a writer, and I chose Personal Money Manager™ with a blog). The other was a memorable sermon one Shabbat morning. They both had the same theme: …
As 2020 draws to a close (do I hear a cheer?), here’s something for those who, when it comes to paperwork organizing, would rather listen than read. I had the pleasure of appearing as a guest on the Taxgirl® podcast here. (Shout out to a colleague and loyal newsletter reader who recommended me to Kelly Phillips Erb, aka Taxgirl® .) …