Archive for the ‘Tutorials’ Category

Begin in 2010..Putting the pieces together

Wednesday, January 27th, 2010

Many issues continue into a new year but as it begins, it is a time to assess your overall health-physical, emotional, spiritual and financial. To assist with this, we created a financial planning tips sheet . This first set of discussion sheets in the series addresses basic management skills:

  • Sorting and organizing your mail
  • Setting up an electronic filing system
  • Accessing computer program tutorials
  • Employing an erasable china marker for easy labeling of items
  • Filing for Homestead Exemption to reduce property tax liability
  • Filing your taxes-getting assistance from a United Way Agency or through www.irs.gov
  • 2010 Medicare Advantage open enrollment period and criteria
  • Self-advocacy tools available on our website

Some simple organization steps can result in supportive measures that reduce stress and provide clear communications about the processes you are engaged in.