Get a Grip on the Details

Do you worry about all of the important matters you should have in place (such as wills, powers of attorney, and insurance) but you aren't quite sure what they are or what to do? Or do you just lack the focus you need to get them done?

Do you feel shame because you don't have a better grip on things and a better plan for your finances-both day-to-day living and planning for the future? Do you waste a lot of time reacting to events-such as a lost purse or wallet and computer crashes-that a little preparedness would have made less painful? Imagine not having any of that worry or shame. Imagine not wasting the money or the time.

This guide will help you prioritize the areas to focus on first, and then walk you through them step by step. It will help you complete these tasks one by one and provide a maintenance plan so you never find yourself in this situation again.

Budgets Wills Financial recordkeeping Healthcare power of attorney

Home inventory Retirement plans Credit report and credit scores

Computer backups Living will Emergency plans Identity theft monitoring

Password security Insurance needs Digital assets Personal health records

Storage of critical documents

This guide also includes:

An assessment tool How-to steps Templates and samples

Information on each topic to enable educated decisions

Available resources Recommendations for ongoing maintenance

Dettagli