Below you'll find a list of all posts that have been tagged as “family history”
Clients expect me, as a financial organizer / daily money manager, to be all business, forging ahead with one goal in mind: to work with them and conquer their paperwork clutter. But my work as a financial organizer is more nuanced. After all, I am working with people, not just paper! The key to success in my close-to-10-years in business …
What to do with All That “Stuff” In my last blog, “Trash or Treasure?”, I told the story of a coin bank we found in my parents’ storage unit. Its true identity remains frustratingly elusive. But it didn’t have to be that way — if we had only known it had existed and had asked my dad about it before …
My parents moved across the country several times over the years, with second homes along the way. Each time they moved, they hauled not only the necessities, but also lots of “stuff,” which was … trash or treasure? One item left to us was a rusty and broken child’s bank in the shape of a bank building (see photo of …