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How to Manage a Paperwork Backlog

By |2021-12-15T14:24:49-06:00December 15th, 2021|Categories: Paper Management|Tags: , , , , , , |

I see this so much with my older clients. Most, if not all of them have a huge paperwork backlog.  I get it, I really do. As I was growing up, even though I didn’t notice at the time, my parents were collecting paperwork. There were invoices, utility bills, cancelled checks - yes, our cancelled checks were actually returned to us in our monthly bank statements, investment statements, all types of insurance bills/statements, medical bills/statements, etc. The incoming flow of paper was relentless! Pretty much anything paper-related came to us via the US Postal Service, business and personal. Not only [...]

Recommendations For Good Service Providers

By |2021-08-02T16:17:21-05:00August 3rd, 2021|Categories: Planning|Tags: , , , , , , |

Have you ever been in a pinch and needed recommendations for a good service provider? Most of us have our favorites that we use on a regular basis. This issue surfaces when one of our favorite service providers can no longer accommodate our needs, either short term or on a long-term basis. Life happens. People retire, have health issues, businesses change their service areas or services, they move away or close their business for various reasons. Then it’s time to look for a new service provider to add to our list. It can be a difficult task to find a [...]

Staying Positive During Difficult Times

By |2020-11-17T13:41:15-06:00April 8th, 2020|Categories: Change, Overwhelm|Tags: , , , , , |

Staying positive is not always easy to do, especially during difficult times. These days can definitely be considered difficult times for everyone all around the globe. This pandemic is touching so many lives in so many ways. Unfortunately for most, in negative ways. Our new normal is evolving on a daily basis.  No one really knows how our lives will change in the long-term, or short-term for that matter. The uncertainty of what the future holds is causing stress and anxiety for everyone. Staying positive is becoming quite a challenge. We are bombarded with information related to the corona virus [...]

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