Insights from Organized Instincts
4 Ways to Stop Your Commitment Issues – Have and Hold These Docs!
In our previous blog on vital life records, we covered what to keep safe your whole life long. Some documents come with a lifetime commitment, like your marriage (not your workout routine). However, there are even more cards, papers, and IDs that are vital to keep for...
Certificates, Documents, and Decrees, Oh My! Keep These Records for Life
There are some records you’ll want to keep for the rest of your life. These documents reflect major life events that you’ll need for future reference, either for identification purposes, proof of name change, or proof of a loved one’s passing. Here are the most...
You Can’t Fly Under the Radar – It’s Time to Get Your REAL ID
Whether you travel for leisure or business, you’ll need to procure a REAL ID. This federally approved identification is a part of your vital documents and the deadline to get one is looming. By May 3, 2023, travelers within the United States must have a REAL ID for...
Keeping it Real with Real Estate Records
No matter the type of property you own, from homes to vehicles to luxury items, owning these assets comes with the responsibility to keep important documents. Keeping records for your real estate holdings, such as a beachside condo rental unit, a summer vacation home,...
It’s Not Luxury Until You Can Prove It
If you’ve purchased a luxury item or received one as a gift, keeping the documents that prove its authenticity is key when it comes to resale, auction, insurance, or tax purposes. It is wise to have the physical copy of these documents safely stored. With the high...
Don’t Drive Yourself Crazy: Wheely Good Vehicle Records
If you’ve recently purchased or leased a vehicle, paid off a car loan, or registered a car, keeping the documents for these transactions safe is vital. These documents prove you are the legal owner of your car and that the vehicle is legally registered at the DMV....
Home Sweet Home: Avoiding the Home Records Blues
When it comes to owning a home, vacation homes, or rental properties, you’ll want to know exactly where your documents are located. Make sure the documents for all your properties are safely stored. Don’t merely tuck them away somewhere and forget about them. These...
Say Yes to the Cone of Shame with Pet Insurance
Is pet insurance worth it? We’ve all asked ourselves this question while our pets are in their prime health. It seems an unnecessary luxury when things are going well. But if you’ve ever experienced a medical issue with a pet, whether minor or major, it’s likely...
Two Uncomfortable Realities – Scams and Financial Exploitation
We’ve all heard horror stories of scam artists taking older adults for both small and large sums of money. Whether IRS phone scams, texts claiming cancellations, fake charitable organizations on Facebook, or callers impersonating Medicare representatives, it’s...
Opening the Door to Conversation: Talking Finances with Older Adults
It’s the open-door conversation no one really wants to have—discussing important financial decisions with the older generation. Yet plans need to be made and issues need to be brought to light with regards to important documents, having emergency contacts in place,...