Below you'll find a list of all posts that have been tagged as “bill-paying”
When it comes to my profession–daily money manager–there are several myths* (or, rather, myth-conceptions) ripe for busting. Unfortunately, these misunderstandings sometimes confuse colleagues, clients, and their families. And might stand in the way of their reaching out for assistance from a daily money manager. Let’s set the record straight on 4 misconceptions I encounter: 1) DMMs are money managers. The …
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 …
As financial organizer / daily money manager, my objective is to bring more ease and order — to make a difference — in my clients’ lives. I achieve this in a variety of ways. Where do I start? I often start by tackling the big issues that are making life difficult for a client. Erratic bill-paying? I create a system …