by Robyn | Dec 23, 2019 | Uncategorized
by Robyn | Dec 24, 2018 | Uncategorized
by Robyn | Jun 19, 2018 | Uncategorized
This week’s blog is a guest blog from my friend and colleague, Barbara Boustead of Madison, Wisconsin. Barbara serves with me on the board of directors of the American Association of Daily Money Managers. This is an exciting time for daily money managers in Wisconsin...
by Robyn | Dec 28, 2016 | Uncategorized
by Robyn | Aug 9, 2016 | General, Uncategorized
My 91 year-old-client, Dotty, was continually pestered by charities. She received several unwanted mail solicitations every week. Several of these non-profits sent her “gifts” to thank her (in advance) for her donation: return address labels, calendars, note paper,...
by Robyn | May 23, 2013 | Uncategorized
What do I need to keep? “Do I need to keep my bank statements?” I am frequently asked this question. With the volume of paper and electronic documents that enter our lives every day, knowing what you can toss and what you should save can be confusing. Most of...
