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Category Archives: Action Items

What Are You Waiting For?

After the holidays. When school gets out. Once school is back in. When I turn ____. When the kids turn ____. When I get paid. Once I make all the decisions. When I’ve had a chance to sit down with my spouse/partner/financial planner/personal trainer. When the weather is nicer. When the weather isn’t so nice. [...]

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Action Item – Get A Shredder & Use It

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I’ll be posting occasional Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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Action Item – Write It Down

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I'll be posting weekly Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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Action Item – Start Writing Your Letter of Intent

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I'll be posting weekly Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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Action Item – Keep Your Attorney in the Loop

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I'll be posting weekly Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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Action Item – Check Your Estate Plan Before Filing for Divorce

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I’ll be posting weekly Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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Action Item – Guardians for Your Minor Children

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I'll be posting weekly Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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Action Item – Check Your Beneficiaries

Some people get overwhelmed with the idea of getting their affairs in order and as a result find it easier to do nothing.  To help people with that inertia, I'll be posting weekly Action Items – little steps that take an hour or less that will move you forward in the process and make it [...]

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