Spending Plans

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..

What’s the State of Your Estate?

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..

To Boldly Go…Paperless

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..

Going Paperless

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..

National Get Organized Month: It’s not too late!

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..

January is National Get Organized Month

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..

The Duty of a Financial Concierge

My role as a financial concierge is more than just paying bills and balancing checkbooks. I look out for my clients’ best interests in a broad sense, going above and beyond to advocate on their behalf. Paying attention to detail It happens: bills go unpaid. People may neglect their bills… Continue Reading..

End of Year Preparations

As 2012 draws to a close, now is the time time to begin preparations for all of your End-of-Year reporting and tax requirements. Meeting with your accountant is the most important financial thing you can do to get ready for the end of the year, and it’s not too late. Your… Continue Reading..