You may not be able to restore world order, but you can put your life in order
These days, I find myself with a lot of time on my hands. I’m sure many of you are experiencing a similar situation; a change in your lifestyle, too much time on your hands, and a fear of the unknown. It makes me feel listless. So, what can we do to feel productive again?
Why not use this time to get your financial and legal “house” in order? If you are at home anyway and have access to the internet, it is a perfect opportunity to do something truly valuable for your family -- give them the gift of getting yourself organized.
My guess is that sometime in the past, your financial advisor or your attorney gave you a booklet or a list that asked you to write down key information that your family and heirs might need in case of an emergency, disability or death. No one wants to think about it and almost no one fills it out. We’d like to change that.
Everyday Money Management offers a service to complete a list of key information -- any list you prefer. We specialize in the use of our own proprietary program we call “The Whole Life List” as well as a cloud-based data vault called “Everplans”, but you might prefer another list, or even a blank spiral notebook!
We want to help you finally get it done.
Other Planning Guides to Consider:
Workbooks: You may prefer a workbook such as Memorybanc or Get It Together, readily available from booksellers.
AARP: AARP provides a thorough PDF pamphlet that helps create a plan that family members can use to assist their senior in financial and life planning. It is a great jumping off point for families to help initiate discussion with their senior, start group planning, and generally organize their finances all in one place. One of it’s best aspects is its list of important legal documents, and the space it leaves to fill in where that particular item is located.
Consumer Financial Protection Bureau: The US government provides a number of resources for seniors, specifically with disaster readiness in mind, but ultimately they serve to help seniors get organized. This checklist is a more basic version of the Whole Life List.
Consumer Reports: This article in Consumer Reports is similar to any number of helpful hints for seniors published, something they often refer to as “what if” guides. They make all sorts of suggestions for seniors, including updating wills and ensuring that caregivers know all of the relevant password information. They start the conversation that we are all trying to have!
While you’re at home during this quarantine connecting with family and friends in new ways, why not help them to plan for their future and when the time comes, make it easy for them to help you with yours. Commit to replacing listlessness with “list making” and give us a call. With a little help from technology, we can get this done while observing physical distance. No visit to your home is required.
Schedule your Virtual Preparedness Meeting today:
301-801-2294
www.EverydayMoneyManagement.com/contact