Below you'll find a list of all posts that have been categorized as “Personal Owner’s Manual”
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 …
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 …
No two Personal Money Manager™ clients are alike. But one thing they do have in common is that they each have an Owner’s Manual—though they didn’t have one before we met! What is an “Owner’s Manual” for a household? While some clients have an abundance of files and filing cabinets and many have lists in their heads, they all benefit …