Below you'll find a list of all posts that have been categorized as “Paperwork Organizing”
As a financial organizer / daily money manager, I keep both the big picture and the details in focus at all times. It’s a balancing act that’s essential to doing the job well. In a typical month-end client visit, I and my client open and review the bank statement. Using this as a jumping-off point, here’s how I zoom in …
Organizing your papers may not at first seem scary. Other than a few cobwebs and dust bunnies, what’s the worst that can be hiding in the far corners of an attic or file cabinet? Does danger lurk in your paperwork? You may be surprised! In my work as a financial organizer / daily money manager, clients have shared with me …
The question I get most often as a financial organizer / daily money manager (Personal Money Manager™) is “What do I need to keep and what do I need to shred?” Sometimes, anxiety over this question stops clients in their tracks—they’re afraid to do anything with their papers for fear that they will part with the wrong ones. As with …
Readers of this blog know that I enjoy making connections between my work as a financial organizer / daily money manager and the other seeming disparate parts of my life—like “mommy” to a new kitten and keeper of a sourdough starter. (For more, explore the “Life Lessons” category on my blog). In this post, I explore the connection between yoga …
You’ve sold your house, packed up, and the moving van is pulling out of the driveway – whew! But the tax-related paperwork associated with selling your home has just begun. While it’s fresh in your mind, get a head start now on gathering the papers you’ll need for next year’s tax return. No need to wait until April 15th! In …
A client of Personal Money Manager recently told me, somewhat sheepishly: “I have to confess. Sometimes I have to trick myself into doing what needs to be done.” To which I responded: “No need to apologize! If it works, go for it!” In that spirit, here are some field-tested productivity tricks for “fooling” yourself into getting stuff done. (Click here …
You may remember that I’ve written about what I learned from my new kitten. Rosie Mittens has grown up beautifully. Now I’d like to share some paperwork pointers from another living thing in my house: my sourdough starter! This, too, informs both my personal life and my professional life as a financial organizer / daily money manager. Hold out for …
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 …
Making a New Year’s resolution? Chances are it’s to get better organized. So, as a financial organizer / daily money manager, how can I possibly ignore this topic? Here are my thoughts: Why pass up an opportunity to hit the “refresh” button? Along with the first signs of spring, the first day of school, etc., a new year gives us hope …
I recently spoke to a local Rotary about my best tips, as an experienced financial organizer / daily money manager, for working effectively with seniors on their financial paperwork. Not everyone chooses, as I have, to make working with clients and their paperwork their career. But, with the aging population, you may find that you are called in help a …