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Tag Archives: Financial Organization

Addressing the Human Side of Money: Financial Therapy

Financial therapy is a new and growing area of financial assistance. Whereas financial advisors and financial planners consult on how to invest, protect and grow money, financial therapists address the more human side of personal finances. They help clients work on the underlying emotional issues that keep them trapped in money struggles, be it overspending, […]

Financial Software for Teenagers? I Say Yes!

Considering I am a daily money manager, it won’t surprise you that teaching my daughter money skills is a high priority on my parenting to-do list. From an early age, my husband and I gave Gabrielle a weekly allowance. The purpose of the allowance, in addition to giving her pocket money, was to provide an […]

Seven Sure Fire Tips for Financial Peace of Mind

A new year and a fresh start is upon us. Now is a good time to get your financial organization in shape. Here are seven tips to bring you peace of mind 1.Fashion a filing system. It doesn’t matter whether you use a filing cabinet, an electronic system or both. The point is to organize […]

How to Keep Your Children from Fighting Over Your Money

Adult children fighting over their parent’s money: this is one of the saddest, yet common, things I witness in my work as a daily money manager. In some cases, one or more of the children have a sense of entitlement, not understanding that their parents’ money is not theirs. In other cases, some of the […]

How to Sleuth-Out Your Loved-Ones’ Bills And Corral their Financial Affairs

Jake unexpectedly needed to care for his older brother, Greg. Now in his sixties, Greg never married. Jake is his only family. When Greg was hospitalized with a serious illness followed by several months of at-home care, Jake stepped in to help, including tending to his bills and tax returns. Greg’s papers were in disarray […]

How Do You Know When Your Parents Need Help With Money?

Barbara’s mother called in a panic. Her power had been shut off.  Barbara contacted the electric company and learned her elderly mother had not paid her bills in several months. Barbara, who lives in another state, made an emergency trip sort out her mother’s affairs. She learned other utilities had not been paid and last […]

Don’t Die Without Your Documents in Order

It’s easy to put off those legal documents attorneys and financial experts advise us to prepare: advance directives, wills, powers of attorney, etc. What happens when you do? Witness my sister’s close friend, Domonique, who recently had a massive stroke. He was 42. Domonique was separated from his wife whom he planned to divorce this […]

Purge and Shred

Spring is a perfect time to purge unnecessary documents from your files. The extra space in file cabinets is a welcome relief from cramped, cuticle -tearing folders. When done annually, clearing out files doesn’t take much time. You can think about documents in terms of storage time and storage location. There are four lengths of […]