L. shared her frustration as she told me about searching the storage unit to find an important document she needed to file her mother's tax return. She described her mother as organized for most of her life. In her late 60's, mom now has Alzheimer's and cannot help L. locate the needed document.
As organizers, we often hear of similar experiences from adult children of parents who suffer from loss of memory.
Here are some questions for you to consider:
- Are your important financial documents organized and labeled?
- Are the documents in a safe place?
- Does someone else know where the important documents are located?
- Do you need help with your financial record organizing before 2008 tax filing time?
We specialize in helping individuals find organizing systems that will work for them. We believe in simple systems that take into account individual learning and working styles and preferences.
As we Baby Boomers get older, what kinds of organizing will get more critical? I would love to hear from you. Just respond to my blog.
Comments