I'm a huge fan of to-do lists. As a professional organizer, I rely on to-do lists for my tasks as well as for my clients. As a daily money manager, I see first-hand the struggles people have with money and finances. One solution is a financial to-do list. I've put different tasks in different months, but unless they're time-sensitive, feel free to move them around if a different month would make more sense for your life. It's your financial…
Embarking on the journey of financial planning can often feel daunting, especially if you're new to the world of personal finance. Our guide, Financial Planning Basics, is crafted to ease this journey, offering a friendly and clear roadmap to help you navigate the complexities of managing your finances confidently. Whether starting from scratch or looking to enhance your existing financial strategy, this guide is your go-to resource. Disclosure: This post may contain affiliate links, which means we may receive…
Enhance Your Life: Top Benefits of a Personal Assistant & Money Manager Hiring a personal assistant who's also a daily money manager can make your life much easier. They help with a variety of tasks. If one of these scenarios sounds like your situation, you may want to consider hiring one. You've worked hard your whole life, saved and invested wisely, and now it's time to enjoy life. Instead of spending your days working, you currently spend your days…
As you may have learned during your working days, 80% of results come from just 20% of actions. This concept, known as the Pareto Principle, can save you time, meaning you have more of it to enjoy during your retirement. You may have seen that 20% of customers accounted for 80% of profits in business. Or that 80% of expenses came from only 20% of items purchased. In your personal life, it's possible that you spend 80% of your…
A growing number of Americans are retiring and aging without a spouse or adult children to help them. In fact, research by Dr. Maria Torroella Carney, chief of geriatric and palliative medicine at Northwell Health in Great Neck, New York, states that 22% of people over 65 are “solo seniors” or “elder orphans.” And that number is only going up. In 2016, Carol Marak set out to make life easier for these people. She started the Elder Orphans Facebook…
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