January is National Get Organized Month

January is National Get Organized Month

January is National Get Organized Month! Everybody’s busy with getting their own house in order, often with the help of Marie Kondo. I think people need to start thinking about their finances, too. Since April 15th is rapidly approaching, I thought I’d share...
Being Productive with Asana

Being Productive with Asana

Recently someone asked me what sort of “stuff” I use to stay organized. We had just finished completing our operations manual, and I realized the best organizational tool I had at my disposal during that process was productivity software. A few weeks prior, my...
Picking Gems Out of the Clutter

Picking Gems Out of the Clutter

Today I want to talk about decluttering because that’s what I’m doing right now! Because of some of the blogs I’ve written in the past, my friends and family see me as a ruthless “tosser” (not in the British sense!).  The truth is, even though I love the...
Getting Down to Tidying Up

Getting Down to Tidying Up

“Are you really going to use it, Mom?” “I don’t know.  I don’t want to throw it out,” I said “If I’m just going to throw it out after you’re gone, you might as well throw it out now.” That’s the gist of a conversation I had with one of my daughters as we were going...

Downsizing: A Necessary Good

Most people have had to downsize one way or another — whether it’s because of divorce, retirement, or moving into a shoe box in Manhattan. It seems like an impossible task at times, but what I have learned is that anxiety can be vanquished! (That is, with a little...

Forensic Bookkeeping in Divorce

Last week I talked about a special project we’ve been working on to help settle an estate. This week I have another special project to talk about, centered around divorce. I recently received a referral from a financial advisor colleague. It involved a very...