Save or Shred ToolKit 2025
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MemoryBanc on Aging Matters Podcast
As personal financial matters become more complicated, finding time to focus on daily tasks of money management may be difficult. Daily money managers (DMMs) deliver essential financial services to older adults and their families to...
Passcode Cheat Sheet
An easy way to capture and manage the list of growing online accounts is to use a cheat sheet where you list all of your usernames and passcodes. Feel free to use this Excel worksheet...
Tutorials
This 6-minute video will walk you through why it’s important that you document this information and how to use your MemoryBanc Register to capture your personal information so that you can easily find it and...
Life Planning Education Series: Getting your Personal and Financial Usernames and Doc…
A fire, hurricane or tornado can steal away your important documents and details in the blink of an eye. A disability, if only temporary, can require family and friends to step in and help. Organizing...
About a Durable Power of Attorney
Many estate lawyers can create a Durable Power of Attorney for you. In the D.C. metro area, it can cost as little as about $250. I asked a local attorney, Lori K. Murphy, to answer...
Are you a Giver or a Taker?
I have revisited this question in my personal life over the last three decades—as I’m evaluating others and as I’m taking a close look at myself—to determine in which group I belong. I remember marveling at...
