1/13/2016

My Money, My Choices - Level Five Update


In updating my blog, I thought it was time to revisit our My Money, My Choices progress.  The last I left it we had just finished level four, and were working on five.  Level five has four activities.  The first three we've completed:

1, 2, 3... Make a Will, Designate a  Financial and Personal Care Power of Attorney.  Back in the summer of 2014 we found a lawyer and got these taken care of, but now that we have Little Man, we need to update our will.  That also will take care of activity four which is to appoint a guardian for any children.  So, I've got to dig up our will, and make an appointment with a new lawyer in BC and get these all updated.

Related Posts:

  • My Money, My Choices - Level 3, Activity 2This activity is to set up an Emergency Fund...which Jordan and I have...but is it being used properly?  This is what Gail says an emergency fund is for: Needing new tires is not an emergency. Nor is a new roof, that re… Read More
  • My Money, My Choices - Level 3, Activity 7 & 8 A curveball account...now this is something that Jordan and I have never had...though perhaps it is and we've just been calling it our Emergency Fund.  Gail believes that everyone should have a curveball account to hel… Read More
  • My Money, My Choices - Level 3, Activity 4The fourth activity in level 3 is getting set up on a company pension plan if you're not already on one - thankfully I am but unfortunately, Jordan's company doesn't have one. Mine is a defined contribution (not defined be… Read More
  • My Money, My Choices - Level 3, Activity 5 & 6In this activity we set up our retirement savings..and automate them (activity 6) I think it's really apt on the tail of yesterday's post about my grandmother in retirement and the post we did about a week ago or so on Level … Read More
  • My Money, My Choices - Level 3, Activity 3 A couple days ago, I wrote about creating the Emergency Fund, today is about automating it.  This one is really simple - just set up an automatic savings programme.  With a goal of $25,000 it's going to take us a … Read More

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