On Wednesday, December 10, 2008 I had the pleasure of presenting a joint seminar on financial organization at The University of Michigan's Center for Education of Women with my colleague, Rob Oliver, of Oliver Financial Planning. I am pictured above (in the middle) with Kirsten Elling, Managing Director of CEW and Rob Oliver. We had a great turnout for the seminar and would like to thank all of the attendees who braved the cold to learn more about planning for financial success.
Showing posts with label estate planning. Show all posts
Showing posts with label estate planning. Show all posts
Friday, December 12, 2008
Financial Organization
On Wednesday, December 10, 2008 I had the pleasure of presenting a joint seminar on financial organization at The University of Michigan's Center for Education of Women with my colleague, Rob Oliver, of Oliver Financial Planning. I am pictured above (in the middle) with Kirsten Elling, Managing Director of CEW and Rob Oliver. We had a great turnout for the seminar and would like to thank all of the attendees who braved the cold to learn more about planning for financial success.
Wednesday, August 06, 2008
Clutter for Charity
In speaking with a friend of mine today, I learned of a wonderful organization based out of Rochester Hills, Michigan called Project12Baskets. This organization takes the excess (a.k.a. clutter) of donors, donates or auctions the items off on eBay or live and the auction proceeds go to your charity of choice. Businessman, Barry Olson, founded the company leveraging his supply chain management experience to find a new way to raise funds for charity.
The for-profit organization will even take care of entire estates, by coming in with their team, emptying out the home and sending 70% of the proceeds from the items sold to the charity of your choice. Project12Baskets earns their 30% fee only after items are sold. Heirs to an estate need not be bothered with emptying a home and have the satisfaction of knowing loved ones belongings will benefit others. A great solution for busy people.
The for-profit organization will even take care of entire estates, by coming in with their team, emptying out the home and sending 70% of the proceeds from the items sold to the charity of your choice. Project12Baskets earns their 30% fee only after items are sold. Heirs to an estate need not be bothered with emptying a home and have the satisfaction of knowing loved ones belongings will benefit others. A great solution for busy people.
Friday, January 05, 2007
Preparing for the Inevitable
Most of us probably do not want to think about, let alone prepare for, our inevitable deaths. Admitedly, on our organizing journeys this is probably one of the later things we will spend time on. However, it is an important gift that we can provide to our families and our heirs.
My colleague, Shannon Ronald, who I met at the 2006 NAPO Conference in Boston recently appeared on http://www.wsradio.com/ internet radio. Shannon, who is both a professional organizer and a life coach discusses the need to speak openly with our family members about our inevitable deaths. Click here to listen to the 10 minute segment with Shannon.
As with any other task on our organizing journeys, preparing for death can take many forms. One element is physical (i.e. your "stuff") while other elements include paperwork, financial documents and other wishes after death. By decluttering throughout the stages of our life and organizing our paperwork, we can eliminate stress for our loved ones after we are gone.
My colleague, Shannon Ronald, who I met at the 2006 NAPO Conference in Boston recently appeared on http://www.wsradio.com/ internet radio. Shannon, who is both a professional organizer and a life coach discusses the need to speak openly with our family members about our inevitable deaths. Click here to listen to the 10 minute segment with Shannon.
As with any other task on our organizing journeys, preparing for death can take many forms. One element is physical (i.e. your "stuff") while other elements include paperwork, financial documents and other wishes after death. By decluttering throughout the stages of our life and organizing our paperwork, we can eliminate stress for our loved ones after we are gone.
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