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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 …
I learned as an insurance broker and disaster recovery planner to consider worst case scenarios. It helped me design air-tight insurance programs and risk management procedures for my clients. We reduced uncertainty and everyone could sleep better at night! In those days, my focus was on risks such as forklifts, deep fryers, and youthful drivers. As the State Farm ad …
This story took place back in the fall, pre-vaccines, before we could see what we hoped was the “light at the end of the pandemic tunnel.” Still, I think it’s worth sharing this for the valuable lesson learned. It was our monthly Zoom call. We were all professionals working in the “senior world” like I do as a financial organizer …
I remember Dad’s Clutter Game that he invented for my siblings and me when we were young. It was a good rainy-day activity that kept us busy and out of each other’s hair. And it seemed to satisfy his life-long crusade against clutter. How would we get rid of stuff? Dad would set each of us up with paper grocery …
I lost my mom in 2013, though the Alzheimer’s that gradually took her away makes it seem like several years before that. Remembering Mom Spending time with my grown daughters recently, I asked them if they had any “lessons learned” from their grandmother, my Mom. Stories emerged, from her amazing matzoh ball soup to her zany ways of seeing things …
From reporter to financial organizer I learned two important lessons from an earlier career as a writer and reporter. First, shut up and listen! If I didn’t have the “who, what, when, where, and why” plus a few good quotes by interview’s end, I was sunk. No story, no scoop. Second lesson: Always be curious and eager to learn. Two …
Are you disorganized? Have you considered investing in assistance from a financial organizer / daily money manager or another type of professional organizer? When weighing the cost of professional services, be sure to put into the equation the cost of NOT getting the help you need. Being disorganized costs you BIG. Surprise! Being disorganized carries a big price tag, in …
I’m a financial organizer / daily money manager. I help clients manage their financial paperwork. In my previous career as an insurance broker, I learned the importance of documenting client needs and information, and I use that experience in my work with senior clients. Now more than ever my senior clients need the support of another set of eyes or …
In the middle of tax time in 2020 — my 13th tax season as a financial organizer / daily money manager — I find that working with a client to organize their tax documents and information can provide a great learning experience for both of us.* “Tax time?” you ask. “Hasn’t that been put on hold?” Yes, but while July …
On a hot and sticky August afternoon, I arrived for my appointment as a volunteer Alzheimer’s research participant at the Nathan S. Kline Institute for Psychiatric Research (NKI) in Orangeburg, NY. I was going to participate in NKI’s Memory Education and Research Initiative (MERI) Program, a study begun in 2003 to provide both evaluations to members of the community and …