by Robyn | Jan 10, 2017 | Banking, Budgeting, Financial Organization, Saving Money
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...
by Robyn | Jul 12, 2016 | Financial Literacy, Financial Organization, Saving Money
Note: This is a guest blog by my colleague, Christine Moriarty, CFP, of MoneyPeace, Inc. When it comes to cost versus convenience, many of us opt for convenience. In this fast paced world, saving time seems to have universal appeal throughout the classes and the...
by Robyn | Jun 7, 2016 | Budgeting, Credit Cards, Financial Literacy, Financial Organization, Saving Money
US government agencies work to help consumers make wise choices and stay healthy and safe. Their information is made available to us in over 200 publications, which you can order or download at www.publications.usa.gov. Depending on the publication, they are available...
by Robyn | May 24, 2016 | Financial Organization, General, Helping Mom & Dad, Planning for Aging in Place, Saving Money
When I opened the door to my client’s apartment, knew I was in for a treasure hunt. Tim was a new client, and I needed to quickly understand his legal and financial situation. He was in a nursing home and unable to communicate. I spent hours looking through his papers...
by Robyn | Feb 23, 2016 | Banking, Financial Organization
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...
by Robyn | Feb 9, 2016 | Banking, Financial Organization, Helping Mom & Dad, Planning for Aging in Place
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....