Estate Docs 101 Blog: News and Notes from the Notebook

7 Resolutions for Retirees in 2012 - National Public Radio program highlights guidelines for the "Fixed Income" lifestyle.... great information for everyone!

1. Get disciplined about money matters.  2. Attack your debt.  3.  Invest in dividend paying stocks.  4.  GET YOUR ESTATE PLAN IN ORDER.  5.  Be more generous.  6.  Check into long-term care insurance possibilities.  7. Stretch your body and mind.  See article for details:

http://www.npr.org/templates/story/story.php?storyId=144750490

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13% of Americans over 65!!!   This interesting fact appeared today on the Common Dreams website and I am sharing the link on the Estate Documents Organizer  blog...http://www.commondreams.org/view/2012/01/11-6.   The article notes that "senior responsibilities" include protecting ASSETS of all kinds for the future -- personal assets, democratic assets and ecological assets.

The recent AARP Bulletin's article by financial expert Jane Bryant Quinn also reminds us of "senior moments" and the advance planning needed to protect documents.  She advises: "Get your documents together... including an up-to-date will, living will, health care power of attorney and current beneficiary forms for individual retirement account and other assets."  Your perfect tool to record this informaton:  the Estate Documents Organizer. http://www.aarp.org/work/retirement-planning/info-01-2012/incapable-of-managing-money-financially-speaking.html

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Greetings from my desk to yours as we return to our offices and begin to plan for the year ahead.  Now that "desks and offices... and phones and computers" can be located anywhere from airports to coffee houses to kitchen tables, we are a truly mobile working world, and a social one, too.  Security is increasingly important to protect information and identity theft.  The Estate Documents Organizer proivdes a place for a hard copy and paper trail of important personal information in case of emergencies or unexpected events.  Regarding personal security, "unseen ears" (and eyes) track many aspects of our lives. See the attached article on "secret cellphone ears"   listening to you!  http://www.commondreams.org/headline/2011/12/31-0  

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