It’s the second week of 2008 - how are you doing on those resolutions?
I’ve had some calls from clients who were getting theirs taken care of, making sure corporation documents and estate planning documents were getting updated. Lots of new enrollments in our Family Wealth VIP Membership program to make sure that all stays up to date automatically. All good stuff to do for the New Year. Call your lawyer and make sure you are on top of everything.
I’m getting my emergency kit together and a stash of cash to keep on-hand in case it’s necessary. I’m reading my kids the Magic Tree House series of books and we are on the one about the San Francisco Earthquake. As I was falling asleep the other night after reading it, it occurred to me that I didn’t have a single dollar (you all remember the tooth fairy incident, right?) in my wallet and if we had an earthquake here and couldn’t access the ATMs, I’d be in big trouble.
And, I’ve resolved to ask for and accept more help this year, something that’s always been a challenge for me.
What are some of your resolutions?