RightsizingforPeaceofMind

ColleenAshe,CertifiedProfessionalOrganizer&CertifiedSeniorMoveManagerAsheOrganizingSolutions,Ltd.October6,2021

Agenda

•  SafetyFirst!•  Life’sTransitions:WheretoStart?•  RightsizingforYourFuture•  GettingStarted

…you’resafeuntil…you’renot

SafetyFirst

SafetyFirst

•  CompleteFileofLifemagnetcard•  Regularlycheck-inwithsomeone•  Clearhallwaysandstairs•  Securerugsandfloortiles•  Haveampletasklighting

SafetyFirst

•  CompleteFileofLifemagnetcard

Proactivevs.

Reactive

Life’sTransitions:WheretoStart?

Life’sTransitions:WheretoStart?

•  Startbyasking“Whatif”questions:– WhatifIcannolongerdomylaundry?– WhatifIcannolongerprepareameal?– WhatifIfindmyselfforgettingthings?– WhatifIcannolongerdrive?

•  Answerstotheabovewillhelpyouchartacourseofaction

•  Identifyingwhathelpyoumayneedandwhenyoumayneeditiskey

LifeTransitions:WheretoStart?

•  Starttheconversationwithfamily,friendsandphysicians

•  Howdoyouwishtolivegoingforward?– Ageinplace– Downsizebutliveindependently– Moveinwithfamily– Other

•  Whatistheshapeofyourhome?•  Whatistheshapeofyourfinances?•  Answerstotheabovemayhelpyouevaluateoptions

RightsizingforYourFuture

Rightsizing:ThePapers

•  Locatecriticaldocuments•  Identifybillsandtaxrecords•  Documentinvestmentsandpasswords•  Listvaluables(andwherestored)•  Createlistofkeyresources

– Executor(s)– Attorney(s)– FinancialPlanner(s)–  InsuranceAgent(s)– Physicians– Others

Rightsizing:TheHome

•  Identifymodificationsneeded– Grabbars/chairlifts/raisedtoilets– Ampletasklighting– Talkingclocks/medicationalarms– Speciallightsfordetectors,phoneanddoorbells

•  Getquotes/Assesscosts•  Examinealternatives

Rightsizing:TheMedical

•  Identifyphysicallimitationsandconcerns

•  KeepalistofallRxandrefillinstructions

•  Keeptrackofdoctorappointmentsandtimelyfollowups

•  Talktocaregiversandfamilymembers

GettingStarted

GettingStarted:Questions

•  Regardlessofwhen/ifyoumove,startbyaskingquestions:– Whatitemsdoyouwanttokeep?– Whatitemsareyouoktoletgo?– Whowillgetthefamilymemorabilia?– Doyouhavespecificbequests?– Doyouneedhelpshreddingpapers?– Doyouneedhelptransportingdonations?

GettingStarted:LettingGo

•  Appraisals•  AuctionHouses/EstateSales•  GarageSale,ConsignmentShops,e-bay,ohmy!....– Whowillorganize?– Whowillset-upandrun?– Whenwillyoudoit?– Howmuchmoneydoyouanticipatemaking?

•  Isitworthit?

GettingStarted:MakingaMove

•  MeetwithaRealtoror2– Getfacts– Listenattentively–withafriend– Reviewyourtime-line– Sleeponit!– Considerahomeinspection

•  Reviewoptionsonwheretogo•  Taketoursofpossibleplaces•  Evaluatecosts

GettingStarted:BeRealistic!

•  Ifyou’velivedinyourhomefor10+years,berealisticonhowlongitmaytaketomoveout!– Solicithelpfromfamilyandfriends– Definethe“rulesoftheroad”– Delegatetasks– Setgoals,schedulecalendars– Checkpointonprogress

HelpfulLocalResources:•  AbsoluteAuction&Realty•  Donationdestinations:

–  GoodWillIndustries–  SalvationArmy–  TheBarnThriftShops,Route44,PleasantValley–  LoveINC–  TheFriendsofPoughkeepsieLibrary,BoardmanRoad

•  FreeCycle(www.freecycle.org)•  FriendsofSeniorsDutchessCounty(friendsofseniors.org)•  HudsonValleyConciergeServices(hvconcierge.com)

•  NextDoor(nextdoor.com)

ColleenAsheColleen@AsheOrganizing.com845.242.2869

Rightsizetoday,forPeaceofMindtomorrow!

Whatactionwillyoutake,today?