Below you'll find a list of all posts that have been tagged as “organizing strategies”
Did you hear me on the radio? If not, press the “play” button above, and then read on . . . It was a treat to sit down with Mark Brownstein, Director of Medicare at Emerald Medicare. He’s the voice behind “Medicare on the Air with Mark” from 9:30 to 10:30 a.m. the first Friday of the month on WRCR …
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 …
My writing inspiration this month comes from two different childhood sources. One was Writers at Work, a book my Mom gave me with interviews with authors about their lives. (Mom wanted me to become a writer, and I chose Personal Money Manager™ with a blog). The other was a memorable sermon one Shabbat morning. They both had the same theme: …
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 …
There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]
“Too organized?” I don’t hear it often from clients or prospective clients who reach out to Personal Money Manager™. But occasionally over the last 12 years I’ve heard: “Maybe I’m too organized.” This stops me in my tracks. After all, if someone is TOO organized why would they be calling me for professional organizing assistance? Clearly, “too organized” (if there …
Feel the energy and anticipation of the back-to-school season? After a long lazy summer, change is in the air! (And regular readers know that I enjoy any excuse to “hit the refresh button” when it comes to my specialty, financial organizing / daily money management). So what is it about autumn back-to-school time that can inspire your financial organizing? Here …
I launched Personal Money Manager in 2008 with a presentation about organizing. If you live in New York’s Hudson Valley, you might have heard it! I used the proverbial junk drawer as my model for sharing organizing tips. But read on. Why a junk drawer? Everyone knows what it is and probably has one (or more). Organizing it is a …