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...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...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...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...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...
Celebrating 27 years in business helping people stay financially organized
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