Posts by Helene Segura, M.A. Ed., CPO®
How to Be Successful with New Year’s Resolutions
Did you know that only eight percent of Americans are successful with their New Year’s Resolutions? That seems crazy, doesn’t it? That means 92% of people who make resolutions don’t make good on them. Why does that happen? For starters, the top New Year’s Resolutions involve life changes. Google “top five New Year’s Resolutions.” Each…
Read MoreAvoid Bah Humbug: How to Keep on Smilin’ During the Holiday Season
Bah Humbug! Have you ever had some not-so-great things happen right before or during the holiday season? Christmas, New Year’s Day, the Holiday Season…This is supposed to be a time of glad tidings and joy. But if something less than desirable has recently happened, it can be hard to get into and stay in the…
Read MoreHoliday Shopping – tips for last minute purchases (aka how to save time and have less stress)
Ever had this holiday shopping nightmare? Twas the night before Christmas And all through the house Not a creature was stirring… except for you because – oh crud! – the gifts still aren’t done yet! That’s not a fun way to spend the holiday season, right? Always feeling like you’re scrambling at the last minute…
Read MoreCRM Systems – Which one should you use?
Since I’ve been asked multiple times in the past couple of weeks about recommendations for CRM systems, I figured this topic would make a good blog post. What is a CRM? Depending on which website you land on, it stands for Client Relationship Management or Contact Relationship management. Think of an address book – in…
Read MoreTony Romo and Dak Prescott: A Productivity Lesson
Imagine having your dream crushed. Are you capable of setting aside jealousy, anger, resentment, ego, pride and disappointment for the good of your team? I’ve been a Dallas Cowboys fan since marrying into a family of Dallas Cowboys fans more than twenty years ago. I arrived in time to watch the glory years of the…
Read MoreDocument Management System – What are your digital options?
If your document management system has been used for your papers, what are your options if you’d like to be a little more digital? A few weeks back, I posted a blog about paper retention and how long to keep tax records and documents. Many people were relieved about how much they could finally let…
Read MoreEnjoy the little things in life! (a productivity secret)
If you enjoy the little things in life, you’ll get a boost in productivity. A few weeks ago, I arrived at a client’s house for a home office session. Her kids know me by now, so they’re never shy about running up to me and saying hello, even when Mommy isn’t yet in the room.…
Read MoreRise of the Dead Account – Beware of Chase’s Practices
Rise of the dead account….Learn from my ignorance. When I first became a business owner, I learned the importance of opening a separate account for a business credit card because the IRS doesn’t like to see personal charges and business charges on the same card account. After a few years of using a particular Chase…
Read MoreHow Long to Keep Tax Records and Other Documents
How long to keep tax records and other papers, you ask? As the temperatures start to drop in different areas of the country, I’ve had clients start in on paper purging and organizing projects so that they can stay warm and comfortable indoors and curl up next to the fire – but still get something…
Read MoreTime Blocking: Once You Estimate How Long Tasks Take, Where Do You Go from There?
A lot of people have heard of the concept of time blocking – figuring out how long tasks take so you can schedule them on your calendar. But sometimes in the process of time blocking, folks can get stressed about how much planning they need to do. Here’s an example…. Time blocking question from a…
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