Planning your financial calendar for 2024
The hardest thing to do about tackling something new is to start. So I’ve started you off with an outline of what you might want to consider doing in 2024 on the financial front, so that all you have to do is put it on your calendar and do it….
How to have a GREAT Celebration of Life
A beloved family member died this summer, right around the 4th of July holiday, and it made it difficult for arrangements to have a well attended funeral. Instead, a big Celebration of Life party was planned for this fall. Let me share with you from this experience some tips on…
How to be a trustee – Attack!
We lost a relative this summer, and now one of her children is the trustee of her estate, so I’ve got estates on my mind more than usual. It’s a hard job on many fronts. The problems Giving support Knowing this, last night I sent the trustee an email to…
Paperwork 101 – 403b beneficiary designation
Ever had forms that didn’t fit your scenario? Today I received a form I was supposed to fill out, regarding attending an event. The preamble in the form was busy talking about making sure enough food was ordered. I’m attending the event virtually, but there was only one question, and…
Hey sandwich generation, will you be toast? Book review – Already Toast
Time for another book review, pulling out the key points from the book Already Toast, by Kate Washington PhD, which I was able to obtain from the Rochester Public Library through their Interlibrary Loan service. She was a mom, wife, daughter-in-law, and freelance writer with a good career, when her…
Book review – Farewell
I just finished reading the book Farewell by Dr. Ed Creagan (also available at RPL), a Mayo Clinic palliative care doctor whose book is designed to help us all navigate end of life decisions. It’s a topic that makes many uncomfortable, but death in our country has been medicalized (with…
Sometimes an email isn’t the best option
This week a computer science friend of mine shared one of the many versions of the highly entertaining video of a dad trying to make a peanut butter and jelly sandwich, from entirely written (no diagram) instructions from each of his two children. If you haven’t seen this video yet,…