Below you'll find a list of all posts that have been categorized as “Doing Paperwork”
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 …
What is an “Owner’s Manual” for a household? A few months ago, I wrote here about creating an Owners Manual with essential contacts, financial, and household information in one easy-to-access place. So what do I mean by an Owner’s Manual? Start by reading that short blog post. I create custom Owner’s Manuals for clients (and keep them up-to-date). But whether …
You’ve resolved more than once to start doing paperwork on time. Each time, you begin with the best of intentions, but when you look at the piles of papers, you freeze. Can’t face doing paperwork? Here’s help. I’ve used the following “paperwork pointers” successfully with clients of Personal Money ManagerSM who faced the same challenge: Prepare in advance: get some …