NHDD – 3 months away

Posted on January 16, 2017 by Jeremy LeRay

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National Healthcare Decisions Day (NHDD) aims to help people across the U.S. understand the value of advance healthcare planning.

Do you have your living will and powers of attorney completed? Do your loved ones know where they are located? What about your other important documents? The greatest gift you can leave your family is your having planned for when you can no longer communicate.

If you don’t know where to begin, look at The HAINES System™️. This is the blueprint for organizing all of your important papers. Having All Important Notes Executed and Secured. With this system, we use five major categories to help you get organized: Personal, Household, Financial, Legal and Medical.

The important thing is that you talk with your loved ones and that you organize your papers now when you are well and ready. Then, you can relax knowing you understand the value of advance healthcare planning!

 

 

 

How to (finally) organize your life!

Posted on January 5, 2017 by Tanya

After years in the works, I have officially launched The HAINES System™️. This binder is THE blueprint for organizing your personal papers and will guide you through the process of gathering, organizing and maintaining your important documents.

It is divided into five sections to make organizing easy:

          1. Personal
          2. Household
          3. Legal
          4. Financial
          5. Medical

 

What this binder does is what we typically cannot (or will not) do on our own. It guides you through the process of gathering, organizing and maintaining your personal documents. We all have lots of paperwork but few have them organized. Could you find what you need in an emergency? Would your spouse or other loved ones be able to gain access to your bills or advance directives if you were unable to tell them how?

I am honoring the launch of The HAINES System™️ by sharing some tips to organize your life and getting your papers organized. Begin the year with peace of mind! So, even if you don’t know where to start or tend to procrastinate, go through this process with me and together, we will get you on the right, organized path.

Always remember, if you do not want these tips that will help you get your life organized or you already have what you need in the way you and your loved ones need, feel free to unsubscribe below. I hope you will find value in these posts – for you or someone else.

 Here is your first tip when it comes to getting your papers organized. As you have papers come into your house, immediately pull out what can be recycled/trashed, what should be shredded and only keep what you actually need. For example, when you get your monthly mortgage statement (if you still receive it in the mail), take out the extra papers they include and put them in the recycle bin with the outer envelope and the envelope to mail your check back if you pay online. Then, you have only the statement itself to keep. File it in a file folder labeled for the year. Every paper you get through the year that you may need to retain for tax purposes, put in this file. I keep a file box where we process our mail. This way, it is very easy to do the steps above as the yearly tax file folder is in this box. It does not get put aside and likely lost or cluttering up other areas of your house.

 Next month, I will provide a breakdown of the first section in the binder, the Personal section. The papers we need to have accessible (social security card, passwords, insurance records, veterinarian details) and information we need to have written down for our loved ones (employer’s contact information and children’s schools in the event of an emergency), plus a lot more!

 

New year…new opportunities!

Posted on January 1, 2017 by Tanya

 

 

With a new year comes all the usual commitments to making and keep resolutions. We all do it. We make them and they last for a few weeks if we are lucky. So, what happens? Why are we unable to maintain them? It’s simple. They are not reasonable. Here are some ideas for creating resolutions that you will keep:

  • pick just one thing you want to do differently in 2017;
  • break it into at least four parts;
  • write it down – one part every few months; and,
  • enjoy meeting your goals!

Here is an example:

  • I want to improve my sales and earn more money in 2017;
  • 1 – CRM, 2 – mobile office, 3 – holiday card list and 4 – re-assess;
  • by April 1, I will utilize my CRM and schedule time every week to follow up with potential and current clients, by July 1, I will get my mobile office organized so I am always prepared to make a sale; by October 1, I will make my list for holiday cards and order them (great way to stay in touch and to re-connect with people); and by January 1, will re-assess my goals for 2017 and make similar goals for 2018.
  •  CELEBRATE!!

By breaking up your goal like this, it makes it manageable and more likely you will achieve what you set out to do. Try it this year. If you have traditionally made resolutions that you have not kept, why not try something different this year? Let me know how it goes for you. I know you can do it!

Happy 2017 to you!