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How to Have Difficult Financial Planning Conversations with Aging Parents

Success

The presence and location of estate planning documents According to legal assistance site LegalZoom, only 33% of Americans have estate planning documents in place. There are four basic types of estate planning documents: power of attorney, an advance health care directive, a will, and/or trust.

Medical 288
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Do I Need an Estate Plan?

Success

Understanding why you’re creating one and the documents you must include for your situation can make the process easier. Having a will and other estate planning documents are the best way to ensure that the people you want to inherit your money, investments and property actually do. I’m not rich; do I really need an estate plan?

Medical 246
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12 Essential Tips Every Solo Traveler Needs to Know

Success

Use the cloud Scan or take photos of your flight and hotel confirmations, credit card and insurance cards, and any other documents that might be useful. Keep these documents in the cloud and on your phone to easily access them from the road.

Travel 235
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Five Must-Haves Every Aspiring Digital Nomad Needs To Succeed In 2024

Allwork

Travel experts highly recommend travel insurance when abroad for a prolonged period to avoid potentially high medical costs. Digital Nomad Visa and Other Documents A growing list of countries are offering specialized digital nomad visas in hopes of reaping the economic benefits that come with attracting international remote workers.

2024 264
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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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How to Use Tech to Prevent Burnout

Success

I similarly document tasks and appointments in a Google Calendar. Create boundaries Dr. Saba Afzal , chief of psychiatry at Hackensack Meridian Health Ocean University Medical Center, explains that most people she sees with burnout don’t know how to say no and set boundaries. Streamlining tasks can enhance your personal life, too.

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I Shared My OCD Struggles with 11,000 Employees—Their Responses Showed Me the Importance of Vulnerability in Leadership

Success

The medications I was on and the behavioral therapies I had been taught were no longer working. I sent the marked-up document back to her. But at that point, my OCD began to manifest itself in different ways. The internal communications manager who I worked with on my weekly emails sent me a draft, and as usual, I made a few tweaks.

Email 321