Paper-Organizing Resources I recently had the pleasure of teaching a one-session class with The Learning Collaborative. Thank you to the participants and the TLC organizers for welcoming me to the Zoom podium as an instructor over the last four years. It’s a great group! My topic was, as always, paper organizing. Fellow professional organizer, Andrea Bowser of Space Matters Home …
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) …
Where do you get your inspiration? Life lessons? Over the past 16 years at Personal Money Manager™ I’ve found them in expected and many unexpected places! In the spirit of discovery, I’m sharing this story from a wonderful quilting colleague, Melanie Tauzon, with her permission. (I encourage you to look here and here for her creative work.) Last week, …
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 …
Nearly one in eight American taxpayers file for a tax extension. That’s about 19 million taxpayers. Are you one of them? If so, be sure to put October 17 on your calendar. It’s your new tax day. I also suggest you keep plugging away now (and perhaps reaching out for assistance from a financial organizer / personal money manager) …
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 …
Did you hear me on the radio? If not, press the “play” button above, and then read on . . . It was a treat to sit down with Mark Brownstein, Director of Medicare at Emerald Medicare. He’s the voice behind “Medicare on the Air with Mark” from 9:30 to 10:30 a.m. the first Friday of the month on WRCR …
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 …
It’s challenging to get people to sit down and create a will (no surprise that over half the adult population is without one). Lack of time and focus, fear, even superstition get in the way. I am not an attorney: I clearly leave will-writing (and all other legal work) to those professionals. As a financial organizer / daily money manager …