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Suggestion for a show topic: Let's Get Organized!

"There are only three things you can do with a piece of paper: Act on it, File it, or Throw it away......"

It's a perfect time to Get Guilty about being disorganized, or maybe Think Out Loud could help us get our lives in order. In the next month, year end financial reports, tax receipts and other Important Pieces of Paper will be filling our mailboxes. What do we do with them?

I think you should have a tax advisor, accountant, financial planner, and some Very Organized Person on the show to sift through the deluge of paper and make sense of our lives.

For instance, I have been paralyzed by the financial crisis of 2008 and have my retirement funds, meager as they are, earning very little interest. What should I do?

I do this on the first of the year: Photocopy all of the cards in my wallet, front and back, so I have someone to call if I lose my wallet. Do other people have good ideas to share?

Do I have enough insurance? Where are the policy numbers in case I die?

Do I have a Care Directive and Power of Attorney assigned in case I am incapacitated?

Are people aware of the tax credits available for Long Term Care Insurance?

I think there is plenty of fodder for a lively discussion on this topic. I could certainly use the advice myself.

posted 2 years, 5 months ago
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