My Family Record Book

My Family Record Book by Harris Rosen

A client of mine recently suggested that I recommend something like this book, here is the Amazon description:

 

 

 

 

 

 

 

 

One of the biggest problems people face when a family member passes is finding and acting on critical information such as final wishes and arrangements, financial accounts, wills, house maintenance records, etc.

My Family Record Book is a complete step-by-step guide that will help you keep tract of and organize: final wishes & arrangements, computer information and passwords, estate planning documents, employment records, insurance policies, tax records, retirement accounts, government benefits, real estate records, house maintenance and more!

Much more than a check list of information, this guide helps you convey how and why decisions were made so others can make informed choices about such items as:

• How to keep the household running smoothly
• Where to get cash and how to access financial accounts
• How to get into your computer and access passwords
• How and when to downsize
• Which ongoing services to stop and which to keep going

Whether you are planning for retirement, have aging parents, or are a caregiver or estate executor, this book will help you organize important information so everyone will feel in control and know what to do during a stressful time.

My Family Record Book is the easiest and best way to organize your records and instructions for you and your family. Most importantly, it provides you with peace of mind knowing that vital information is easily accessible and is a loving and important gift for those you care about most.

Order a copy of this book today and empower your loved ones with knowledge!

The good news is if you are a Kindle Unlimited subscriber the book is free, otherwise it’s only $3.95. If you want the physical copy it will set you back about $15.

I’ve not yet read the book, but after reading the glowing reviews, I suspect I won’t have much issue with it. Now if only there was a simple online system we could use to implement much of this!

Scott Dauenhauer, CFP, MPAS, AIF

Kindle

Starship Medicine

If you’ve ever watched the Star Trek TV show, or any of the franchise’s movies, you’ve probably noticed that spaceship medicine is different from what we’re accustomed to.  Instead of a physical exam, on the Starship Enterprise, the doctor points a blinking device at the patient and arrives at an instant diagnosis of any health issue.

Could that ever happen in real life?  It could—and actually has.

Continue reading Starship Medicine

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Workplace Happiness—and Not So Much

What are the happiest and unhappiest jobs in the U.S. economy?   Put another way, what careers would you want to steer your children and grandchildren toward and away from if you want them to be happy during their work hours?

Continue reading Workplace Happiness—and Not So Much

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Economic Progress

It’s not uncommon to hear people wish that we could return to the “good old days,” when the world seemed more prosperous.  Of course, depending on how far you go back, the “good old days” might cover a time when the world was poised on the edge of a nuclear precipice, when the Soviet Union and other communist governments basically enslaved more than 50% of the world’s population, when racism was practiced openly and codified in the legal system, when there was no Internet or smartphones, and when TV entertainment consisted of three or sometimes four channels on a heavy, small-screen device that didn’t include a remote.

Continue reading Economic Progress

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Meridian Featured in Investment News

In K-12 403(b) plans, employees and their unions can be their own worst enemy

Defined contribution plans for public school teachers are notoriously poor retirement plans, often described as a Wild West of sorts that’s plagued by minimal plan oversight, subpar investment options, and fund and insurance brokers who are free to walk into schools and sell products to teachers.

 

 

Kindle

Where the Money Goes

It’s tax time again, and as you look over your tax payments for calendar 2016, you’re undoubtedly wondering where those dollars are being spent.

The Wall Street Journal recently published a chart which breaks down spending for every $100 of tax receipts—and concludes that the U.S. government is actually a very large insurance company that also happens to have an army.

Continue reading Where the Money Goes

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Safer but Poorer

In an effort to secure the U.S. borders, the President has attempted to ban visitors from seven Muslim-majority countries, and is meanwhile quietly instituting “extreme vetting” of visitors from other nations—asking them to turn over their phones, social media passwords and financial records.  Even U.S. citizens are experiencing more scrutiny when they attempt to return to their home country.

Continue reading Safer but Poorer

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An Independent Fiduciary

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