Facing our infallibility

Posted by siteadmin on Wednesday 3rd June 2020.

For many people, talking or even thinking about money can be difficult. It presents all sorts of issues and emotions and can even cause embarrassment.

It can be exhilarating, not least if we’ve been lucky enough to win something on the lottery.

Sometimes though, it can make us protective. Other situations might make us defensive, suspicious or nervous. Ultimately it causes us stress.

Let’s face it, life is not a rehearsal. And quite often for some, life is sadly all too short.

This is an extraordinary time, with concerns around health, an environment of rock-bottom interest rates, stock market volatility and economic uncertainty.

On so many occasions whether it be socially or professionally, I hear these familiar words:-
  • What could possibly go wrong?
  • I’m OK as it won’t happen to me
  • I’ll sort it tomorrow
Getting organised is one of the best things we can do for ourselves and our families. Although daunting at first and it being a chore, once done, it becomes liberating.

Even agreeing with your family or those that are close to you as to where you keep basic information, your bank account details, savings and investments policies, utility bills or even your Facebook log in can help when it might be most needed.

There are other vitally important things I’ll be touching on as we progress, such as:- 
  • The importance of ensuring the things we own and our money goes to who we want it to, when we want it to in what’s known as bloodline protection
  • How to function if we’re not dead, just ‘partly dead’ by setting up lasting powers of attorney

Initially though, we’ve got to get ourselves organised.

So if you want to receive a master copy of my Document & Password Organiser, drop me a line to
 les@essentiallyfinancial.co.uk and I will send by reply and help to start getting you organised.

Most importantly, let’s not leave things to chance.