Blog

Prepare Before the Emergency. Here’s What You Need!

It’s hurricane season. As we brace for these large storms along the coast, other parts of the US are battling the unexpected: wildfires and extreme heat waves in the west. The time to prepare for the unexpected is before it happens. Most don’t anticipate or plan for these types of disasters, but consider the following hypotheticals:

  • Does your mother with Alzheimer's have aides who know what to do if the electricity goes out in her building (like during Superstorm Sandy)?
  • Can your uncle in a wheelchair be easily evacuated in the case of a fire?
  • Is there a plan in place for your aunt who has no air conditioning in the event of a major heatwave?
  • Are there copies of all vital documents for you and each family member and insurance policies somewhere safe?
  • What are the things you want to grab as you evacuate in a flood or fire?

How Can a Professional Organizer Ease Anxiety & Reduce Stress?

While in search of rubber bands at his friend Andrea’s house, Tom opened a bureau drawer to find it completely filled with light bulbs and soap. In anyone else’s house he might have been confused, but this combination was only one of the unconventional organizing methods employed in Andrea’s house.

Andrea has social anxiety, trouble using conventional organization methods, and is prone to memory lapses, which make her reluctant to discard old belongings.

How I Realized My Value to Clients

June 28 is Insurance Awareness Day. To participate in this observance day, we are pleased to bring you an article by guest author Lynn Lavender, CLTC. 

Lynn Lavender of GuideINS is in the business of protecting families from the financial consequences of an untimely death or financial loss due to illness or accidents. Here she tells a story about the value of disability and life insurance. In her attachment (PDF) she explains the difference between disability and long-term care insurance.

6 Indicators of Elder Abuse

Every year an estimated 5 million older persons are abused, neglected, and exploited. It occurs in every demographic and can happen to anyone, yet it is estimated that only about one in five of those crimes are ever discovered. Many victims are people who are older, frail, and vulnerable; people who are dependent on others to meet their most basic needs. Elders throughout the United States lose an estimated $2.6 billion or more annually due to financial abuse and exploitation.

 

A Lesson from Sherlock Holmes: Financial Sleuthing

The world is full of obvious things which nobody by any chance ever observes.”
-Sherlock Holmes, The Hound of the Baskervilles

Attention to detail is a necessary attribute in a sleuth, whether the clues are fingerprints, footprints, or an out of place detail. While sleuth is most often used in reference to detectives, anyone who seeks information fits the bill. Sherlock Holmes, a consummate collector of clues, valued the most minute evidence as greatly as the gigantic canine tracks that set him sleuthing on the trail of a murderer in Sir Arthur Conan Doyle's The Hound of the Baskervilles. As financial sleuths, our clues rarely present themselves in paw print form. Our focus as we get to know clients and their situations is on the details of their finances, legal documents, and insurance.

Data! Data! Data!” he cried impatiently. “I can’t make bricks without clay.”
-Sherlock Holmes, The Adventure of the Copper Beeches

Pages

Share this with others: