Planning Ahead

We all Age. That is a fact of life!

And studies show that as we age, we lose the ability to manage our finances as we might have at one point in our life. That’s where we can help as your Daily Money Manager! Or perhaps you have come to a time in your life where just don’t want to have to take care of it all – we may be able to help then too.

Here are a selection of articles and websites which will help you prepare as you plan on someone else managing your finances.

Thinking Ahead
This website, created by the University of Minnesota and the Standford Center on Longevity provides a “Roadmap” for transitioning from managing your own finances to having someone else take over.

Retaining Records

What documents do I really need to keep?  How long do I need to keep those tax records?

When someone else steps in to help with your finances, some of those records may be useful, but not if they can’t be found.  So, this provides some tips on what information you should keep, and what you can dispose of.

Record Retention Guide