While I am commonly asked to talk on topics of What to Save and What to Shred, the REAL question is what do we need to have organized and WHY.
We all think we are doing just fine managing all this information in our heads, on our computers, on our phones, and in file cabinets … but if you have EVER had to step in to help someone else, I am telling you that 90 percent of your frustration will come from the search and your inability to help.
While I got passionate about this topic as a caregiver, I am now admiring the millennial concept of “Adulting” and working to expand the topics beyond the “having kids” and “buying a home” milestones.
The reality is that retirement is not a finish line, it’s just a new stepping stone in life and we need to continue to learn and grow as we age — especially since many will be in retirement for nearly a third of their lives.
Check out this Ask the Expert session hosted by Ann McClure.
For an inexpensive workbook that will walk you through the process of getting all of your information organized, you can check out this product on Amazon. Full disclosure: it is my book and I will get a few nickles if you order one. It did win an award and several thousands of families have used this to help organize their household information.