Below you'll find a list of all posts that have been tagged as “organize my desk”
I’m often asked what I do as a financial organizer / daily money manager. (Understand, first, that I am not a financial planner or advisor; I don’t work with your investments.) So what should you or a family member of yours expect from working with me? What is my role? Why does someone contact me for help? In short: to …
In my 10 years of financial organizing / daily money management, I have seen the good, the bad, and the ugly when it comes to people’s attempts at paper-organizing. Here are the top paper-organizing challenges that have tripped up my clients, and the solutions I have shared with them and helped them implement: No “landing strip” for your mail. One …
My Amex card turns 40 this year. I got it when I was suddenly promoted from admin to manager and had clients to entertain and business travel to book. My Lord & Taylor and Bloomingdale’s credit cards were not going to do the job. I had gotten them to 1) start building a credit history, and 2) make me feel …
Remember when credit cards were for travel, not grocery shopping? Recall the days before debit cards? We are all using plastic more than ever—for both large and small purchases. And, so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014. Last year, the number of U.S. data breaches tracked reached an all-time high …
Last time I shared some general ideas for organizing your desk: how to take a backhoe to the disaster area many call their paperwork “home.” Here, in Part 2, I want to dig down with ideas for the problem areas which might be getting in the way of being productive or denying you the satisfaction of having a clear workspace. …
If this is the year you are going to take control of your desk, I’m here to tell you it’s not too late. There is plenty of time to clear your desk and learn new habits to keep it that way. Here’s a plan to try: First, set up four or five bins. Buy cardboard sorting trays or use receptacles …