Author: Lucy Seligman

  • 6 Spring Cleaning Tips

    How’s your spring cleaning going? Are you decluttering, purging, simplifying or just wanting to downsize? Feeling overwhelmed?  Have too much to do and not enough time? Here are some tips to help you get and stay organized without losing your mind!

    Spring Cleaning Declutter plan1. Prioritizing your projects and Creating a Master Plan: I have been working with a number of clients in the past few months who want to declutter, purge, downsize or even move, and their biggest obstacle often is inertia due to feeling overwhelmed. That’s not necessary if you create both a Master Plan and prioritize your project list.

    Try this: Print out a monthly calendar for May and choose one of your main projects that you want to accomplish. Pencil in the deadline date to finish this project. On a separate sheet of paper break down your project into doable tasks. Put down how much time you need for each of these tasks. Now, think about your time. When do you have free time and are willing to work on your project? Early morning, after dinner or weekends? Look at your calendar and start penciling in your project tasks. It might feel easier to you if you do this in 30 minute (or 60 minute) increments of time. Setting a timer so that you know you are only working for 30 or 60 minutes or whatever you choose at a time can be helpful too. Reward yourself after accomplishing your first task! It will keep you moving forward, and plan a bigger reward after finishing up your project. Once you see how ‘doable’ this method is, you will be ready to move on to your next project. (If even this seems overwhelming, you can book a session with me and I’ll help you through it.)

    2. Donating to Goodwill through the Mail: Check out their Give Back Box program. Here’s how they explain it: Give Back Box® provides vendor services to retailers and charities, giving each and every cardboard box a second life to help people in need. Reuse your online shipping boxes in which you received your purchases, or any other cardboard box you may have, to donate your unwanted household items: such as gently used clothing, shoes etc., to make a major difference in the life of another person. I love this idea and it’s also a green solution!

    3. Online options to sell and or pass on your discarded stuff: We are lucky that we have so many options to sell or give away our stuff. Here are just a few to check out: NextDoor, freecycle.org, Craigslist.org, the curb in front of your house, local recycling centers, eBay, Amazon, Facebook yard sales (yes, these are virtual), virtual estates sales, to just name a few.

    4. Paperwork: If you are using paper folders, set up your 2017 folders for paid receipts.I do mine by the month. It’s simple, uses up less space and is easy to find what I am looking for quickly. You can also go digital; scanning only those receipts you really need – for appliances, medical expenses, home improvements, business expenses, and so on. Trust me, you do not need to hold onto every non-tax-deductible receipts for groceries, Starbucks and so on. Of course, there are certain documents you need to keep and should keep separately from your monthly documents, preferably in a safe-deposit box: such as tax returns, investment and retirement records, anything pertaining to property and valuables (including mortgages), and legal documents such as wills, birth, marriage and death certificates and so on. Your passport should also go in there, along with any other sensitive documents, such as your social security card, credit cards you don’t use regularly, and so on.

    5. Autopay your monthly bills: If you don’t already use Autopay for paying your monthly bills, mortgage, utilities, etc., you should. It is easy to set up through your bank, it will help you avoid late fees, and best of all, help you cut down on paper receipts in your home office.

    6. Keeping Organized: Set aside a regular time each week to keep your home office and desk organized. That includes purging of unnecessary mail, shredding bills you don’t need to keep, notes, post-its, and doing your filing regularly. Trust me on this one – you will thank me!

    And if you need some extra help and or support, just give me a call at (510) 710-3917. Let’s get you organized!

  • Advising and Organizational Skills – Testimonial

    I am writing to recommend highly the organizational and advising skills of Lucy Seligman. I have employed her on a number of occasions — for instance, to help plan major retirement events and to organize my office. She is prompt, full of good advice, much better at organizing than I could ever hope to be (and I’m not that bad!), and she works very hard. Her prices are reasonable and well worth the investment — my quality of life goes up every time she helps me out! Don’t hesitate to call on her — she’ll definitely make it worth your while.”

    Debora Obley (Richmond, CA)

  • Responsive to the Job – Testimonial

    Lucy is a joy to work with! She’s very responsive and stays on top of things.”

    Kassy Killey (Peoria, IL)

  • Improving Online Presence – Testimonial

    Lucy has been helping me to update my resume and establish more of an online presence for my independent consulting business. She’s very knowledgeable about job sites, navigates well in social media, and gently pushes me to act. She’s also a pleasure to work with. I recommend her highly!”

    Sara Campos (Berkeley, CA)

  • Prepping for 2017 Tips:

    1. Organizing your home office space: It is well worth analyzing your ‘home office’ space to make sure it is truly working for you. I am fairly sure all of us have ‘pet peeves’ when it comes to what isn’t working there! Do some brainstorming to come up with a better solution. Do you have a dedicated spot to handle all incoming mail and bills so that they don’t get lost all over the house? Think of it as command central. Are your most often used items accessible when you are at your desk? For example, the printer, the shredder, the phone, office supplies, and so on. Is your chair comfortable? Is your computer ergonomically set up so you don’t strain your back, eyes, etc. every time you are sitting there? Even making a few small changes will really make a difference, and set you up for a great new year.

    2. Is your home office attractive to you? I know, sounds pretty ridiculous, but do you like how your office looks? Does it make you happy? Maybe it’s time for some flowers or a plant or two, new artwork, a great 2017 calendar hang up, or some new paint on the walls to make your space more “you.”  After all, if you are at all like me, you spend a lot of time in there!

    3. Simplify your Calendar system:I can’t urge you enough to pick one calendar and stick to it! Whether it is paper, a web app on your computer, or your phone, just be consistent and if you are using the same calendar on many devices, make sure it is syncing.

    4. Paperwork: If you are using paper folders, set up your 2017 folders for paid receipts.I do mine by the month. It’s simple, uses up less space and just as easy to find what I am looking for. You can also go digital; scanning only those receipts you really need — for appliances, medical expenses, and home improvements, business expenses, and so on. Trust me, you do not need to hold onto every non-tax-deductible items like groceries, Starbucks and so on.  Of course, there are certain documents you need to keep and should keep separately from your monthly documents, preferably in a safe-deposit box: such as tax returns, investment and retirement records, anything pertaining to property and valuables (including mortgages), and legal documents such as wills, birth, marriage and death certificates and so on.. Your passport should also go in there, along with any other sensitive documents, such as your social security card, credit cards you don’t use regularly, and so on.

    5. Autopay your monthly bills: If you don’t already use autopay for paying your monthly bills, mortgage, etc.; you should. It is easy to set up through your bank, it will help you avoid late fees, and best of all, help you cut down on paper receipts in your office.

    6. Keeping Organized: Set aside a regular time each week to keep your office and desk organized. That includes purging of unnecessary mail, bills, notes, post-its, and doing your filing regularly. Trust me on this one–you will thank me!

    And if you need some extra help and or support getting ready for 2017, give me a call and let’s get you organized!

  • Refer a New Client and Save Double in December

    One of the best ways to show appreciation for the ways I’ve helped you is to spread the word.

    To show my appreciation my standard offer when  you successfully refer a new client to me, is to give you 10% off your next bill.

    As a Holiday Special though, if you refer someone who starts before the end of December 2016, I’ll give you 10% off your next 2 bills.

    Happy Holidays and Thank You!

    —Lucy

    refer a new client

  • 5 Tips To Organize Your Home Office

    Organize Office Papers1. Email Newsletter Management: I don’t know about you, but I have way too many newsletters cluttering up my email box. If you are ready to purge, try Unroll.Me. This is 100% free. Instantly see a list of all your subscription emails. Unsubscribe easily from whatever you don’t want. I love that they send me an email once in a while, so that I continue to clean up my email newsletters regularly. There is also mailstrom.co.

    2. Shredding old receipts: Are you wedded to every receipt you have ever been given? It’s time to shred! Either treat yourself to a sturdy home machine that is easily accessible in your home office, or load them up in some large garbage bags and take them to a local shredding center. If you are in doubt about what to keep or not, and for how long, here is a link to the IRS. I keep mine on my desk and plugged in. I have no excuse not to use it!

    3. Keeping track of Business & Personal Mileage: I just discovered this free app, MileIQ, and I am in love! Really easy to use. You can categorize work, medical and personal mileage. Also, syncs with your computer and you can print out reports.

    4. Tracking Expenses: Here is another freebie to check out. Expensify.com, which is downloadable and free to your phone & computer. Scan your receipts (then you can shred them!), and classify what they are for. I totally love Expensify. Very easy to set up and use.

    5. Making lists: Are you a list maker? Is that how you keep organized? Give Wunderlist.com a try. This is a free app for your phone and computer. You can make as many lists as you like, you can collaborate with others, share lists, cross things off to your heart’s content, and so on. I love that it syncs to all of your devices as well.

    What’s your favorite organizing tool?

  • Demystifying Red Tape – Testimonial

    Lucy Seligman has somehow managed to do the impossible: she was able to demystify the red-tape filled world of health and dental insurance. She walked me through the process of signing up for Obama care and find me an inexpensive dentist. Lucy has a real gift for simplifying the kinds of tasks that normally cause headaches and reason to put them off forever. Thanks to Lucy’s help, I now have affordable healthcare and healthy gums!”

    Corina Corina (Berkeley, CA)

  • It’s Mid-July and I Haven’t Planned Our Vacation!

    If this is you. Leave the planning to Lucy so you can have an enjoyable vacation without the stress and time it takes to plan it.

    Check out Lucy’s special vacation planning package for only $80 >>

    travel planning - It's July

  • Planning a Smoky Mountain Getaway

    Trip planning Smoky Mountain GetawayAn Illinois-based client was planning a return trip to the Smoky Mountains and had a number of concerns she wanted me to research and provide solutions for. They ranged from:
    • finding a variety of gluten-free restaurants (surprisingly plentiful for the area) in four different towns that her whole family could enjoy;
    • to finding the best and fastest route during summer vacation time to drive to Asheville, North Carolina;
    • to finding well-stocked supermarkets that offer a wide range of gluten-free as well as organic choices.

    I prepared a number of detailed reports that she could access on her phone when Wifi was available during her trip, and also suggested two very helpful apps I had found that she could use while traveling: DineGF (Android, free) and Find Me GF.

    She’s all set for her Smoky Mountain getaway armed with places to eat and smooth travels.

    What’s the Client’s Verdict?

    Lucy didn’t hesitate when I asked for more detailed information on my concerns over traffic congestion and called the visitors bureau for me. She found someone who had just traveled the route and could provide exactly the details I needed to feel confident in our plans. We can’t wait to embark on our Smoky Mountain getaway and make a side trip to Asheville.”

    K.C. (Illinois)

    See what Lucy’s other clients are saying. Read more testimonials >>