Jul 09 2016

Why It is Essential To Organize Your Records NOW

Have you ever lost a paper, something that was really important, and you are sure you put it in some place secure but you can’t find it? You look and look, to no avail. Eventually, you find it and you vow to get better organized so this doesn’t happen again.

Now imagine you are looking for a paper that belonged to someone else, and you don’t even know for sure it exists but you hope so. It would be really helpful to find their records as so much is depending on it. That happens every day as family members have to step in when someone is unable to manage their affairs or they have passed without telling others about their personal, home, or financial business.

I’m a widow who has always managed the financial affairs for my husband and me. A few years ago, I began to think about the point when I, myself, could no longer manage my affairs. That might be years away, or it could be next week. That prompted me to assemble key pieces of information that my family will need to know.

The process began small and, as often happens with projects like this, I kept thinking of other things my family should know. It has culminated in a 2 inch, three-ring binder, with pocket dividers for 32 topics in what I call the Grab and Go book, a reference guide for my family.

The most important step has been reviewing the book with my family NOW, while there is no crisis. We go over it at least annually to make sure my family knows what I’m doing and why. While I talk about “family”, the person you ask to be prepared to step in may not be your family at all, but a trusted friend.

I’m now urging others to get organized. I hold seminars teaching people what to consider assembling and why. If you are looking for a presentation on this topic, contact me at:
Sonja Reece    309-825-2355    sonja@sonjareece.com

Jul 09 2016

New Paths

Sometimes you come to a juncture in life that prompts you to make changes. The situation could be one you carefully planned such as a retirement or a move. Perhaps it is one that was a surprise, as was my case with the sudden death of my spouse. Whatever the reason, seize the moment to try a new path. Here are a few of the new directions I’ve been taking.

Try sitting in a different seat in church each time you are there. You may talk with people you have not really known.

Reach out to those who are newly on their own. Just make a call to say I’m thinking of you.

Go alone to whatever intrigues you and, while there, you may make a new friend.

Track down some old friends, perhaps former classmates, and renew acquaintances. Several years ago my husband got a call from a college friend who said he had no time or budget to go on vacation so decided to “visit” old friends by phoning them. He was making a call each evening. It was a delight to get his call and catch up with his life. Today, with the internet, you can find almost anyone. And with many cell phone plans, it is not that expensive to call anywhere in the country.

When you prepare a meal, make enough for two or three people. Then share your food with neighbors who may be alone or unable to cook. That keeps you from overeating, and helps them know they are not forgotten.

What new paths have you taken?

WordPress Themes