Category Archives: Planning

Passcode Cheat Sheet

An easy way to capture and manage the list of growing online accounts is to use a cheat sheet where you list all of your usernames and passcodes. Feel free to use this Excel worksheet to create a system that … Continue reading

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Life Planning Education Series: Getting your Personal and Financial Usernames and Documents Organized

A fire, hurricane or tornado can steal away your important documents and details in the blink of an eye. A disability, if only temporary, can require family and friends to step in and help. Organizing and protecting your usernames and … Continue reading

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About a Durable Power of Attorney

Many estate lawyers can create a Durable Power of Attorney for you. In the D.C. metro area, it can cost as little as about $250. I asked a local attorney, Lori K. Murphy, to answer a few questions. Q: Why … Continue reading

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Are you a Giver or a Taker?

I have revisited this question in my personal life over the last three decades—as I’m evaluating others and as I’m taking a close look at myself—to determine in which group I belong. I remember marveling at how much I seemed to … Continue reading

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