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How to Organize Medical Records for Aging Parents

How to Organize Medical Records for Aging Parents

by Janet Berry-Johnson | Oct 23, 2025 | Paper Organization

If you’ve ever tried to find your parent’s medical information in a pinch, like during a medical emergency, you know how stressful it can be. While many financial and insurance records are now digital, medical information isn’t always as easy to access. Privacy laws...
Smart Money Moves for Solo Agers

Smart Money Moves for Solo Agers

by Janet Berry-Johnson | Sep 25, 2025 | Paper Organization, Personal Finance

As more people are choosing to remain single or childfree, a growing number of older adults are finding themselves navigating retirement and aging on their own. These solo agers don’t have a spouse, adult children, or close family members to step in and manage...
When a Senior Can’t Manage Their Personal Affairs, Who Will?

When a Senior Can’t Manage Their Personal Affairs, Who Will?

by Janet Berry-Johnson | Aug 30, 2025 | Paper Organization, Personal Finance

It’s a question many families don’t think to ask until it’s too late. One of my friends, Carrie (all names have been changed for privacy), recently shared a story that underscores just how important it is to have proactive conversations about aging and...
How to Organize Important Paperwork Simply and Safely

How to Organize Important Paperwork Simply and Safely

by Janet Berry-Johnson | Jul 17, 2025 | Paper Organization

When I first met Jodi (name changed for privacy), she was balancing more than most people could imagine. A single mom with three college-age kids she was preparing to launch into adulthood, she was also in the thick of settling her late father’s estate and caring for...
Tax Preparation Checklist: Gather These Documents to File Your Tax Return

Tax Preparation Checklist: Gather These Documents to File Your Tax Return

by Janet Berry-Johnson | Dec 9, 2024 | Paper Organization, Taxes

Tax season might feel like it’s a long way off, but following a tax preparation checklist and getting started early can save you stress and set you up for a smooth filing experience. While the IRS typically opens tax filing in mid-January, there’s no need to...
Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents

Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents

by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization

As our parents age, they may need help managing their finances. Between the constant flow of mail, bills, insurance paperwork, and other essential documents, it’s easy for things to slip through the cracks. Organizing financial paperwork for aging parents and handling...
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Recent Posts

  • How to Organize Medical Records for Aging Parents
  • How to Get Your Finances in Order: A Step-by-Step Guide
  • Smart Money Moves for Solo Agers
  • When a Senior Can’t Manage Their Personal Affairs, Who Will?
  • How to Organize Important Paperwork Simply and Safely

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