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: …
Hope for the Best, Plan for the Risk
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 …
Walking in Our Clients’ Shoes
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 …
Dad’s Clutter Game: How to Get Rid of Stuff
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 …
Six Things I Learned in 2020
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 ]