Below you'll find a list of all posts that have been tagged as “getting organized”
Whether or not you make New Year’s Resolutions, here is a list of fresh ideas (not resolutions!) to inspire you as we enter a new year and new decade. Feel free to pick and choose the ones that appeal to you and edit them to better fit where you are right now. Please let Personal Money ManagerSM know if you …
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 …
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. I often start by tackling the big issues that are making life difficult for a client. Erratic bill-paying? I create a system so bills are scrutinized …
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 …
Recently, my Personal Money ManagerSM workweek included discussions with three of our clients. At ages 68, 78, and 92, each of those clients has differing degrees of health and capacity. But for them and many other seniors, the issue of how to maintain independence in a way that meets both their needs and those of their families dominates the discussion. …