I always cringe when a TV show or a movie has a plot twist where one of the characters is wandering alone somewhere, just a few feet away from help, but she never realizes it and ends up having some sort of a bad thing happen to her. I feel… Continue Reading..
Being a bookkeeper, organizer and financial concierge is not all telling my clients “Do this to avoid penalties,” or “Do that to get better interest rates.” I also learn many good practices from them. The successful people I have worked with, who are at the top of their industries, share… Continue Reading..
Guest Author Lyle J. Katz It is important to be prepared when applying for a mortgage. Ensuring that all of the required documents are ready and available will ease the application process. When being approved for a home mortgage loan, 3 main components are taken into account: The applicant’s credit… Continue Reading..
A year ago next week, people from New Jersey to Boston became familiar with a name they are unlikely to forget: Sandy. The effects of Sandy have been widely documented by the news and other bloggers. So, as I send you these cautionary tales from my blog last month -… Continue Reading..
The word “budget” is perhaps the only four-letter word that has six letters. That is why I don’t do budgets with my clients. We figure out spending plans instead. And each spending plan I help to draw up is as unique as the person it is tailored to. However, no… Continue Reading..
I was shocked recently to read that 70% of all Americans do not have a will. That’s really like saying 70% of all Americans are driving without insurance - and some of them are doing it with kids in the car. The bug causing this epidemic is the perception that… Continue Reading..
As I begin my journey to paperless nirvana in earnest, I’ve been turning my attention away from the things to shred to the things that need to be saved and organized. Powers of attorney, birth certificates, marriage licenses, divorce decrees and death certificates are all original documents that must be… Continue Reading..
As a professional financial organizer and daily money manager, I know what happens when people take on too much change at once. Meltdowns happen. That is why I am taking baby steps on my journey to conquer the highly-organized-yet-devastatingly-large mountain of files in my office. Though it is sure to… Continue Reading..
The year is two weeks old and already resolutions to stay organized are wilting to the forces of human nature, like so many uneaten rice cakes and carrot sticks have before. In the spirit of National Get Organized Month, I’ve come up with a few “best practices” that will take you beyond… Continue Reading..
If your goal this year is to become more organized, experts agree: it’s best to take baby steps. Moving slowly into your new way of doing things will increase your chances of success. Setting overly ambitious goals and then failing to live up to them leads to a self-defeating mindset… Continue Reading..