Daily Money Managers (and the important financial organizing work they do with clients) are in the news! In case you missed it, here’s a short roundup of what’s being said about DMMs with links to the complete articles. Last June, The Wall Street Journal quoted Personal Money ManagerSM in “When Aging Parents Need Help With Financial Tasks.” That article states: Daily …
My Amex card turns 40 this year. I got it when I was suddenly promoted from admin to manager and had clients to entertain and business travel to book. My Lord & Taylor and Bloomingdale’s credit cards were not going to do the job. I had gotten them to 1) start building a credit history, and 2) make me feel …
Remember when credit cards were for travel, not grocery shopping? Recall the days before debit cards? We are all using plastic more than ever—for both large and small purchases. And, so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014. Last year, the number of U.S. data breaches tracked reached an all-time high …
Last time I shared some general ideas for organizing your desk: how to take a backhoe to the disaster area many call their paperwork “home.” Here, in Part 2, I want to dig down with ideas for the problem areas which might be getting in the way of being productive or denying you the satisfaction of having a clear workspace. …
If this is the year you are going to take control of your desk, I’m here to tell you it’s not too late. There is plenty of time to clear your desk and learn new habits to keep it that way. Here’s a plan to try: First, set up four or five bins. Buy cardboard sorting trays or use receptacles …
Ready to take the leap? Start with setting up a 2017 Taxes file. Yes, you read that right. Start on next year’s taxes now! (Of course, have a bin ready for your 2016 tax documents as they arrive. Put it right next to where you put arriving mail.) While it’s tempting to stop there, I urge you to soldier on! …