March Madness is approaching! Spring is on the way, basketball brackets will be announced Sunday the 16th, and as I mentioned last week, I’m offering live sessions starting on the 18th!
Organizing Documents
Organizing documents is an important element to our daily lives. So important in fact that I’ve added it to my March Madness countdown!
Spring is almost here. Springtime storms deliver a punch to many homes and communities throughout the US. Because of this, the urgency of you having important documents and information accessible takes on greater importance.
Tornados, flooding, fires, and earthquakes are not easy experiences for anyone. Having copies of any applicable financial and legal documents printed and at the ready is critical, according to the Federal Emergency Management Agency (FEMA).
What does “at the ready” mean? If you’re home or at the office, you know where to go to access your documents and information easily, especially when you’re called to evacuate. If you’re away from home or the office, you still have access to critical information and documents.
March Document Madness
There is an added bonus to organizing your documents – more ease with tax season preparation! It is that time of year too š
I’d like to invite you and your friends/family to join my Tame the Document Monster live sessions beginning next week. Let’s have some fun keeping with the March Madness theme!
March isn’t just for basketball brackets – it’s time for Document Madness!
Is your paperwork game strong enough to reach the Final Four? Or are your important documents getting knocked out in the first round?
With tax season upon us, now’s the perfect time to get those financial statements, receipts, and tax documents in winning formation.
Can your important papers make it to the Final Four?
Join my “Tame the Document Monster” workshop! Don’t let your important papers get eliminated from your filing system! Join me for an hour to learn how to organize your championship-worthy documents before tax day.
Workshop dates March 18th at 9 am Pacific Time, March 19th at 2 pm Pacific Time, March 25th at 8:30 am Pacific Time, or March 26th at 9 am Pacific Time.
The cost for this live session is $25 USD. Sign up HERE (https://bit.ly/4kwYanI)
Score big with organization before the buzzer sounds on April 15th!
We’ll cover: these important documents and more
EAST REGION
- Birth Certificates vs. Social Security Cards
- Passports vs. Driver’s Licenses
WEST REGION
- Property Deeds vs. Vehicle Titles
- Wills & Trusts vs. Insurance Policies
MIDWEST REGION
- Tax Documents vs. Financial Statements
- Retirement Accounts vs. Investment Records
SOUTH REGION
- Medical Records vs. Password Lists
- Marriage Certificates vs. Military Documents
Bring your questions and let’s have a little fun, as we cover important documents to have “on the ready”.
Image by Clker-Free-Vector-Images from Pixabay
Happy St. Patrick’s Day
I would be remiss if I didn’t wish you all a Happy St. Patrick’s day! We’re all a bit Irish on 3/17 š
Thanks for indulging me sharing the March Document Madness with you. My aim is to provide timely information to you each week about things that impact your daily life.
I’ve had so many questions offline about what to gather, what to prepare, and what to do that I’ve decided to offer topical live sessions covering specific issues of importance to all ages. If you’d prefer to host a session for your office, send me a note Email to discuss .
If you have other questions about your planning or any changes ahead, please send me an Email or Message me and I’ll get right back to you. For additional information about my work check out @ The Living Planner or @ The Living Planner.
If youāre up for planning for your lifeās administrative side, my book is a resource for you. The Living Planner What to Prepare Now While You Are LivingĀ Ā©Ā Check it outĀ HERE.
Letās close with this quote by Benjamin FranklinĀ āFor every minute spent organizing, an hour is earned.āĀ
May the luck of the Irish be with you š Let’s organize ā£ļø Lynn
#Can’tPredict “Can Prepare”