SLT031: Simplicity Resources & Learning Styles in Organizing

Simplicity Resources & Learning Styles in Organizing

Wow! There is so much information out there to simplify our lives that some times it can get pretty complicated!!! Isn’t it great to have a resource you can go to to find most of what you need on a subject in one location. That’s when a site move from being just entertaining to become a real resource. Same goes for books, or any other type of information for that matter. We have lots of other great links on our Recommendations tab at the top of the site, but we wanted to highlight a few here.

Styles of Learning

Which resource work best for you are often dictated by your learning style. Each of us is unique in the way we prefer to learn. When it comes to organizing, the same thing applies. Which type of learning style works best for you? Read more?

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SLT 030: Buying Time, and Where Do I Start?

You’ve Got Plenty of Time, and Where Do I Start?

You can’t buy time. Some may want you to think you can, but you can’t. Time is most likely the most democratized asset we have. As we live our lives, it doesn’t matter who rich or how poor you are, we all get the same amount: 24 hrs in a day 168 hours in a week, 365 days a year…and so on. It doesn’t matter if you’re the wealthiest person in the world, none of your wealth can buy you one more minute of time.

You've Got Plenty of Time

So how do you get on track to really making the most of the time you have? Knowing where to start sure helps! Well, it’s time to take charge! Read more…

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SLT029: Beginning Our Simple Journey, & Finally an “About Us” Video

Honestly, we had other plans for this week’s show, but we got a bit sidetracked. Here’s how:  We finally got around to doing our “About Us” video for the website! When we first started the show 6 months ago, we put in a placeholder that said something like “we’ll be doing a About Us video soon.”  Well,“soon” apparently is relative!

We had a “found” day this week as we were supposed to close on selling our land but the closing date fell through…now we’re scheduled for tomorrow.  So, we figured, let’s do our About Us video! And as we worked through what we wanted to talk about, the whole back story of how we got to this point came flowing out.

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SLT 028: The Cost of Clutter & Managing Passwords with 1Password

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The Cost of Clutter and Managing Your Passwords with 1Password

Be sure to subscribe in iTunes and leave a review in the iTunes store! It helps others find the show!  Thanks!

              Google Drive Tutorial

images-1Yay!  The Google Drive Tutorial is now available for purchase! This tutorial is just over an hour long and focuses on all the fundamentals of how to use Google Drive for creating, sharing, and storing  documents using Google’s free, full-fledged office suite. This tutorial will be available at the discounted price of just $7.99 until 30 June 2013, when it will increase to $9.99. Either way, it’s a bargain! In this introduction, you’ll learn how to create text documents, spreadsheets, presentations, drawings, and even forms and surveys! So, don’t wait to pay full price! You can have immediate access to Dan’s 1 hour+  windshield tour of Google Drive right now! Simply click here or go to SimpleLifeTogether.com/GoogleDrive. Plus, if you’re not completely satisfied I’ll give you your money back. So, no clutter and no risk…simple!

Vanessa’s Topic: The Cost of Clutter

In preparation for my Certification at the end of June, I’ve been doing a little bit of reading, studying and freshening up on my professional organizing skills.

Well, during my studying I came across some articles and books that talked about the cost of clutter. I’ve talked quite a bit about clutter in previous episodes and I’ve mentioned here and there some of the costs of clutter, but I thought I’d bring all those thoughts and some additional ideas about the cost of clutter together in one discussion.

Now, as a reminder let me define what clutter is:  Clutter is anything we don’t need, want or use that takes our time, energy or space and destroys our serentity (Clutter’s Anonymous definition).

With that definition and with the various things I’ve read, I think there are 4 Main Areas Where Clutter Costs us:

  • It can cost us in regards to Money
  • It can cost us Time
  • It can cost us our Health
  • And it can cost us our Sanity

Let me explain a little more…

In regards to Money:

  • 10% of American households rent storage units which can cost between $600-1000/year.
  • 23% of Americans are late paying their bills because they lose the statements or just plain forget to pay their bills altogether. And of course, late payments result in late fees. Even worse, repetitive late payments can even cost you your credit score! (Which by the way can cost you time as it may now take longer for you to pay off your debts)….oooh…clutter can be a vicious cycle!

Let’s talk about food:

  • You know what happens to us when we don’t have a plan for our weekly dinners? We end up going out to eat right?! Which cost 2-3 times more than if we ate at home!
  • Food can also cost you at the grocery store when you don’t know what you have at home because your pantry is a mess and you end up buying duplicate food items or throwing things away because they’re expired! That’s one of my peeves at home….I do not like to waste food!

Ok…so this also happens with other things in the home like office supplies, cleaning supplies, toiletries, light bulbs, batteries etc.

  • When your home is cluttered and you don’t have homes for these things, it often results in them being misplaced….and increases chance of duplicates being purchased….because you can’t find them!
  • At work, clutter has the potential of costing you a promotion because clutter can result in disorganization, missed documents, missed deadlines, and so on.

Now, let’s not forget about digital clutter:

  • Having to buy more memory for your computers, or more storage space on the cloud…or what about apps that you purchased and never use?
  • All that digital clutter can cost you money!

And of course, another way clutter can cost you in regards to money, is having to pay an organizer to help you get organized! Although I’d like to think of a professional organizer as more of an investment…I know at least for me…I’m usually transferring mad organizing skills to my clients!

Ok…so let’s talk about how clutter costs you Time:

  • According to NAPO, the average American spends 1 year of their life searching for lost documents or misplaced items. Yikes!
  • Too much clutter means more time you have to spend cleaning or managing your things.
    • For example, a lot of my clients have a lot of properties and vehicles….which is totally cool.
    • Even though most of them pay someone else to trim the trees, clean the house, take care of the lawn and service their vehicles….they’re still responsible for their stuff and still have to manage all of those accounts…or pay someone else to.
  • Clutter also costs you time when you have to constantly go to the store because you can’t find what you’re looking for!
  • And it can also rob you of time you’d rather spend with your family or friends…or just relaxing.

Now let’s talk about how Clutter can cost you in regards to your Health:

  • Too much clutter can result in dusty, dirty and moldy environments.
    • There have been a few occasions where my eyes and sinuses came under attack by all the dust and allergens that were kicked up when I was organizing at a clients house.
    • There was even a time where I visited someone for a needs assessment and after only being in the home for an hour, my nose burned and I coughed for about 4 hours after the appointment.
    • That was only an hour…can you imagine how the health of the children were effected by living there day in and day out? That gives you something to think about.
  • Another thing is that critters like clutter. And when critters get in the house…they like to leave little gifts like…their poop, pee, fur and germs….which of course aren’t necessarily good for your health.
    • Folks lemme tell ya…being an organizer is not all Martha Stewart and making pretty labels on jars in the kitchen.
    • Most of the time I’m playing kick the dust ball, running from live dusts balls (aka…rats) or dancing to La Cucaracha…not the song…the actual critters! Yes…I actually had a Texas sized cockroach jump on me while working in a closet!
  • And a final thought in regards to your health…is the cost of medications to treat your health due to your clutter and that you’ll have to spend time going to the doctor and pharmacy as well as pay money for seeing the doctor and getting your meds. You see that? There’s that vicious cycle of clutter again. We’re talking about health but it can affect your time and money!

Moving on to the last area, let’s talk about how clutter can cost your in regards to your Sanity:

  • Clutter can be overwhelming. For many folks clutter makes them anxious and they have a difficult time concentrating.
  • Clutter can be very stressful. Imagine how frustrating it is when you can’t find something? And the stress it puts you under because now you’re running late for work.
    • Stress can lead to serious health problems like anxiety, depression, ulcers, headaches, and high blood pressure to name a few.
    • Did you catch that? Again, it’s a vicious cycle.
  • Clutter can affect your relationships and cause unwanted emotional turmoil….making you feel like a bad spouse…a bad parent…a bad friend…or a bad co-worker. Which can then lead to low self-esteem….which isn’t a place I wish anyone to be.

Bottom line, everything has a cost…especially clutter.

  • Not only does it rob you of your money, time, health and sanity…it robs you of your life and your dreams.

So getting organized and ditching the clutter can help you not just with saving you time, money and stress…but it can help give you space to breathe…to think…relax….and build your confidence and your self-esteem. It’s not about being perfect…far from it. It’s about controlling your space, your time, your health…your life.

A Few Random Things

  • A real paperless success story! Check out our friend and SLT listener Chris Jeub’s post on ChrisJeub.com titled My Paperless Plan
  • Thanks for all the notes of concern from the last show where I spoke about my Mom passing away. You guys truly are amazingly supportive. Again…sorry I kind of left you hanging there for a couple weeks, but it sure is nice to be missed!
  • We changed a category in the iTunes listing and it sure would help if you took 2 minutes and give us a rating and review in iTunes. The more positive ratings we get the more likely people are to find the show because iTunes promotes shows based on your ratings and downloads, so it really helps more than you can imagine. Just go to SimpleLifeTogether.com/iTunes, from there click “view in iTunes”, then click Ratings and Reviews” and you’ll be able to click the stars to rate and leave us a comment to review. Thanks for doing that for us…it means a lot.
  • We also wanted to say thanks for all the comments recently. We’ve been getting some great suggestions for future shows about topics such as photo organizing, more recommendations for apps that help simplify life a bit like HomeZada and others, and a topic that always comes up…what if you’re into simplifying and your significant other isn’t. Hmmm, lots of stuff to look into. So we’ll be exploring those topics and lots more in the episodes to come!
  • Finally, for those who took the time to reply to the survey about the Simple Life Together Community… you rock! We have learned so much about what you want in the show and more. If you haven’t had a chance to take the survey, please go to SimpleLifeTogether.com/survey, take one minute and let us know your thoughts on whether you’d like to see an SLT community, more tutorials and products, or take part in an SLT Mastermind Group. We don’t want to go in a direction that you don’t want or need, so we’re counting on your feedback.

Dan’s Topic: Managing Your Passwords with 1Password

If you recall back in the day, you probably had to remember two passwords. Actually, they weren’t even passwords, they were combinations. One for your school locker and one for your gym or PE locker. If you were lucky, you probably had a lock for your bike, too.  That’s it…you were probably maxed out on your own personal RAM at that point. Fast Forward to today…EVERYTHING has a password, a PIN, security questions…yada, yada, yada. So how do most people handle it all. Typically, people use simple passwords such as names, dates, some type of easy to remember (and unfortunately, easy to hack) combination of the two. Or, they use the same password for everything!

Well, today I’m going to talk about what we use to manage our passwords and yet still have rock solid security for our vital digital information. Yes there are other password managers out there, but this is what we use…so let’s get started.

So what is 1Paswword?

  • 1Password is a full-featured password and identity manager.
  • 1Password has powerful desktop client programs for Mac OS X and Windows, as well as mobile apps for iPhone, iPad, and iPod touch, 1Password gives you a more secure and convenient online experience, no matter where you are.
  • For brevity’s sake I’ll just be covering 1Password for Mac and Windows. We’ll leave the mobile app for another time. But trust me, once you start using 1Password for your desktop or laptop, you’re going to want it for your mobile devices, too!

So the vast majority of the info I’m going to cover today come almost word-for-word from the Introduction pages for 1Password. So, what I don’t cover here, you can find on the 1Password website.

Let’s Start with Features:

Here are some of the features that make 1Password an indispensable tool for managing all your passwords, online IDs, and personal information and for streamlining many aspects of computer use:

  • Automatically Save and Fill Web Site Logins

  • True Integration With Web Browsers

  • Support for Popular Web Browsers

  • Super Strong Password Generator

  • Advanced Security

  • Securely Organize Your Digital Life With Wallet Items

  • Secure Notes

  • Stay Organized

  • Get Access to Your Data Anywhere

  • Automatically Keep Your Data in Sync on PCs, Macs, and iOS devices

Automatically Save and Fill Web Site Logins

  • 1Password allows you to quickly save new Logins from within supported browsers.

  • It detects when you are logging into a web site, and if it notices a password you have not yet saved, 1Password prompts you to save the new Login in your secure, encrypted data file, for later use.

  • When it comes time to log into a site, 1Password makes it easy with your choice of browser buttons and keyboard shortcuts.

  • You can also use their innovative Go & Fill feature, which in one fell swoop opens your default browser at a site’s login page and enters your saved login credentials, optionally submitting the filled login form.

True Integration With Web Browsers

Many applications provide safe storage areas for your private web information, but you often need to add your data by hand, then manually copy it back out when the time calls.

  • 1Password is designed to work directly with your browsers.

  • When you need to log into a site, create a new account, or generate a strong new password, the capability is just a click or two away, and your information is always stored in an encrypted data file.

  • It’s a great combination of security and convenience.

Support for Popular Web Browsers

  • The password, identity, and personal information tools that come pre-bundled with web browsers are specific to those browsers.

  • Such as on a Mac using Safari, you have what’s called a keychain.

  • Well, your data is locked up in each browser, forcing you to find a way to migrate your passwords—if that’s even possible—every time you switch browsers.

  • With 1Password, your information travels with you.

  • 1Password lets you truly integrate with your browsers through browser extensions.

  • As we mentioned on earlier shows, browser extensions give your browser increased functionality.

  • We’ll get into that added functionality in a minute, but know that these extensions give you instant access to your passwords and personal information that you have loaded in 1Password.

  • Supported Browsers for Windows version:  32-bit Internet Explorer, 32-bit Firefox, Chrome, Safari

  • Supported Browsers for Windows version: Safari, Firefox, and Chrome

Strong Password Generator

  • As the Agile Bits website says, “Let’s face it: the days of using your pet’s name or your anniversary as a password are long gone.”

  • While 1Password remembers all your passwords so you don’t have to, it also has a great tool called the Strong Password Generator for creating really strong, unguessable passwords to keep you safe online.

  • What I like is that you can choose whether the password includes numbers or symbols, whether it’s pronounceable or not.

  • Even the number of characters it uses.  Really, lots of flexibility here.

  • 1Password’s Strong Password Generator creates unguessable passwords for you.

  • With the Strong Password Generator you can quickly create complex passwords on the fly, save them to your encrypted 1Password data file, and automatically fill them in on website login forms.

  • This protects your accounts from prying eyes, and also gives you protection from keyloggers, as 1Password never types your password and does not rely on the Clipboard.

  • And all you need to remember when it comes to unlocking your data file and using your information is—you guessed it—your one password, known only to you.

Real, No Kidding Security

  • I want to preface this with this…in my opinion NO system is foolproof and I wouldn’t trust anyone or any company that says their system is.

  • But with 1Password, all of your confidential information is encrypted using the Advanced Encryption Standard, or AES.

  • This is the same state-of-the-art encryption algorithm used as the national standard in the United States.

  • 1Password uses 128-bit keys for encryption, which, according to 1Password’s developers, Agile Bits, claims would take millions of years for a criminal to decrypt your data using a “brute force” attack.

  • So, I did a little checking and found out that according to ScienceDaily.com, the effort to recover an AES encrypted key is huge: the number of steps to find the key for AES-128 is an 8 followed by 37 zeroes.

  • To put this into perspective: on a trillion machines, that each could test a billion keys per second, it would take more than two billion years to recover an AES-128 key. Source: ScienceDaily.com

  • The folks at Agile Bits go on to say that of equal importance is where 1Password stores your data: neither an Internet connection nor an online storage is required.

  • All your data is stored locally, on your computer.

  • Even if you choose to sync your 1Password data with other devices using an online service like Dropbox, though, your master password keeps you in complete control of your data.

OK, Dan…I Get It, But I’m Still Worried About Security

  • So here’s the bottom line and what I’d ask you to consider when thinking about security.

  • What system are you using now?

  • Are you writing down all your passwords in a book? How secure is that?

  • Are you writing them on sticky notes and leaving the on your computer?

  • Do you have a spreadsheet that has them all listed?

  • Worse yet, are you using the same password for EVERYTHING?

  • If so, let’s face it, your data is more susceptible to loss or misuse now than it likely would ever be using a product like 1Password.

Securely Organize Your Life With Wallet Items

  • The Wallet vault provides a secure place to store sensitive information like credit cards, bank accounts, memberships, and reward programs.

  • You can use 1Password’s powerful encryption technology to safely save all this information and find it when you need it.

Secure Notes

  • For any information that doesn’t fit nicely into a Login or Wallet item, 1Password allows for Secure Notes.

  • Secure Notes provide some of the text-entry freedom of your favorite plain-text editor with the added benefit of strong encryption—so, like everything else in your 1Password data, they’re safe and private.

Stay Organized

  • 1Password items like Logins, Secure Notes, Identities, and Software Licenses are easy to find in their own “vaults” in the upper left quadrant of the 1Password window.

  • If you want a little more order to your digital life, you can create folders and drag and drop one or more 1Password items into them.

  • Create one folder for work-related Logins, Identities, and Wallet items, and another with Secure Notes and Logins for other areas of your life.

  • A third “banking” folder could hold all your credit card and bank Logins, along with your social security Wallet item.

  • We have separate identities set for our business IDs and entities and our personal profiles.

Get Access to Your Data Anywhere

  • 1Password has many solutions available that allow you to access your data anywhere you need it.

  • With 1Password’s apps for iPhone, iPod touch, and iPad devices, you can securely take all of your information with you.

  • With a tool called 1PasswordAnywhere, you can view the contents of your Agile Keychain from almost any computer if you store it on a syncing service like Dropbox or place a copy on a USB flash drive. This one is new to me and I haven’t used it yet, but I’m going to look into it more.

  • You can also export your saved Logins as an unencrypted delimited-text file that you can carry with you on a USB stick or store in your safe deposit box as a “last line of defense” in case of drive failure.

Automatically Keep Your Data in Sync on PCs, Macs, and iOS devices

  • With 1Password, leaving home won’t leave you dead in the water…at least not in terms of password and identity management.

  • In addition to providing access to your logins, credit cards, and personal information across browsers on your PC, your 1Password data file can be shared among multiple PCs and Macs with a file-based sync solution like Dropbox.

So Let’s Wrap This Up…

  • So, if you’re in the market for a password management system, my pick is 1Password.

  • In the few years of using it, it hasn’t let me down.

  • Better yet, it makes managing the myriad passwords we inevitably have these days so much easier and so much more secure.

  • It’s not a free program…matter of fact it can be a little pricey at $49.99 for a single user license and $69.99 for a family license. But to us it’s well worth the cost.

So, if you’re interested in 1Password, just go to SimpleLifeTogether.com/password for a direct link, or if you’re a Mac user you can go to SimpleLifeTogether.com/macpassword for a direct affiliate link to the Mac App Store.

 Thing Segment

Vanessa’s Thing: I Love “Found Time”

  • Last week a client rescheduled her appointment with me and I was so thrilled because I really needed a break!
  • So Dan and I decided to hang out and spend the day together.  We decided to go get some breakfast and then go for a quick ride to a small town or something.
  • After breakfast, I suggested we swing by our bank to set up our daughter’s college fund before we headed out on our drive.  I figured we spend 30 minutes max in the bank and then we’d be on our way right?!  NOPE!  30 minutes turned into 2 hours but you know what?
  • It was totally worth it because we ended up taking care of some things that we’ve been meaning to do but just hadn’t gotten around to.
  • We were able relook, refocus, and reallocate resources in our investments, retirements, savings, insurance and college funds.
  • I was on cloud 9 because these things were on my Master To Do List…and we finally got them taken care of!
  • Not to mention these things focused and helped fortify 3 of our 5 pillars/priorities in life…FAMILY, FINANCES, AND FUTURE!  So that is my thing!

Dan’s Thing: Reminders in Evernote!

  • Finally! Evernote’s latest release includes a reminders function. This has been their most asked for improvement and now it’s here!
  • Currently, Evernote Reminders is available on the Mac, iOS and Web versions of Evernote
  • I’ll be doing a more in-depth review of this new function within Evernote and cover it in a later show
  • For now, know that reminders are incredibly easy to use.
    • You can add a Reminder to a note by simply tapping on the alarm clock icon located at the top of the note on Mac and Web, and at the bottom of the note on iPhone and iPad.
    • If you like, set a date and time for when this note must be completed.
    • You’ll get an in-app alarm and, optionally, an email the day that a Reminder is due.
    • Once set, you’ll see the note title appear in the new Reminder section at the top of the note list.
    • You can change the order of Reminders simply by dragging them around. When you complete your task, tap on the check or, on iOS, swipe to remove the Reminder from the list.
    • Like most things in Evernote, Reminders sync across all versions of the app that support the new feature, which again are Mac, iOS and Web versions of Evernote.
  • Evernote promises that they have big plans to expand the functionality, and to bring it to more platforms in the very (very) near future. So, check it out and let me know what you think.

Links:

Support Charity Water Through Your Amazon.com Purchases

1Password for Mac

1Password for Windows

Chris Jeub’s post “My Paperless Plan”

Google Drive Tutorial

Simple Life Together Community Survey

 Be sure to subscribe in iTunes and leave a review in the iTunes store! It helps others find the show!  Thanks!

SLT 027: Organizing Important Documents & An Intro To Google Drive

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Organizing Important Family Documents and an Intro to Google Drive

Be sure to subscribe in iTunes and leave a review in the iTunes store! It helps others find the show!  Thanks!

Vanessa Topic: Organizing Important Family Documents

I read somewhere, that “family and home office filing systems are a lot like snowflakes…each one is unique and different.”  And it’s so true!

With that in mind…I’m going to share some basic concepts and things to think about when it comes to preparing your documents so that you are prepared and less stressed if and when an emergency or major life event occurs.

So, why organize and be prepared?

  • If there were a major life event or emergency…let’s say a fire, flood or tornado…would you be able to grab your important files and paper within a moment’s notice?  Well, there’s one good reason to get organized.
  • 70% of Americans die each year without a will (Forbes.com 3/30/12).  So that means…someone will be appointed by the state to handle all matters of your estate…possibly including guardianship of your children. And it could end up being someone you would never want to handle your estate or care for your kids!  So that’s another pretty darn good reason.
  • It’ll save you time searching for documents in the event of an emergency or major life event.  It’ll also save your family member’s time in the event of a death in the family.
  • It’ll spare unwanted or additional emotional stress and frustration.
  • It’ll save money on funeral homes, services and other last wishes if those things are planned and prepared for in advance.
  • Cut down the chances of missing out on survivor benefits and decrease chance of financial hardships of surviving family members.

What constitutes important family/life documents:

  • Identification papers: birth certificates, social security cards, citizenship, passports, etc.

  • Family documents: marriage certificates, divorce decrees, adoption papers and custody or guardianship papers, death certificates

  • Deeds and titles: vehicles, homes and other property

  • Military records: DDForm 214

  • Wills

  • Living wills

  • Last wishes

  • Cemetery plot registration

  • Power of Attorneys: general, medical, durable, etc.

  • Trusts

  • Safe deposit records

  • Investments

  • Retirement and pension plans (IRA, military and other death/survivor benefits)

  • Insurance documents: life, property, casualty, homeowner’s, auto, health and disability (VA disability letters)

  • Business papers: incorporation, DBAs, partner contracts and agreements

  • Bank accounts

  • Loans and debts

Note: You don’t need to have all the monthly statements for all of the financial documents I mentioned.  You just need the basics of what accounts you have and what are the terms of the benefits or of the loan/payoffs, etc.

Some food for thought and clarification on your important documents:

  • A will is the single most important legal document you will ever sign.  Dying without a will can incur unnecessary taxes, expenses and hardships on your heirs.

  • It’s highly recommended that you update your will in the event of marriage, divorce, or birth or a death of a family member as the beneficiaries may change.  Review it periodically to make sure it is current and up to date.

  • If you move, make sure your will is valid in your current state of residence.

  • Once you’ve prepared a will, consider discussing it with all those involved so that there is clear understanding behind your decisions.

  • Other directives should also be thought through like: living wills and advanced directives which will help family and loved ones make critical end-of-life decisions if you are unable to do so.

  • Also think through Powers of Attorney: There are different types like, General, Special, Durable and Medical POAs, etc.

  • Regarding last wishes.. they aren’t a formal legal document; however it’s a great way to let those involved know exactly how you would like things handled in your life and death. Things regarding how and where you want to be buried…or if cremated, how and where will your ashes be saved or scattered…or what type of service you’d like…funeral or memorial?…and if there’s is anything you’d like the survivors to do…special requests, etc…or if you have an idea of how you want your obituary written.  Get these wishes either written down or expressed openly to your loved ones.

  • If you are missing any important papers like birth certificates, social security cards etc….start working on getting those documents now! The process of getting them can take months!

Lets talk about how to organize those important family documents:

  • Keep all of your important docs in one location

    • A separate filing drawer or cabinet
    • A separate file bin altogether…like a bankers box, accordion folder, or handled hanging file bin.
    • Or if space is limited and you want or need to keep all of your files together in one filing drawer…then maybe identify these important documents by using a separate colored file folder…RED is most commonly used to indicate really important files
  • Another thing you may want to do is think about portability and safe storage of your files.

    • Fireproof Box for copies of your documents
    • Get a Safe Deposit Box to keep your originals.
    • Digitize a backup copy of your files.
  • Now that you’ve got all of your important docs together in one location, it’s still a good idea to create a reference doc

    • This is a document where you can see everything at a glance.
    • Put this document either in the front of your “important documents files” and/or in a safe deposit box.
    • If you leave it with someone else be absolutely sure you can trust them!
    • A spreadsheet or notebook will work just fine.
    • Include the following information in your reference document:
      • Name of the document, policy or institution…include location of other assets like jewelry, collections and other valuable property).
      • Account number
      • Where the document or item is located (safe deposit box number, file folder, bin, personal safe, etc.)
      • Address and phone numbers of each of these accounts, policies, institutions, etc. (be sure to include safe deposit box number)
      • Identify the significance of each item: loan payoffs, survivor benefits, military or veterans benefits, living will directives, cemetery plot registration, etc.
      • Points of Contact: attorneys, accountants, insurance agents, brokers, executor, family members, friends, funeral homes, cemetery locations, etc.
    • Don’t forget about your Digital Docs:
      • You can create the same type of spreadsheet for all of your online accounts: email accounts, bank accounts, Evernote, PayPal, Ebooks, iTunes etc.
      • Make sure it’s password protected and that someone else knows how or where to find that password if they need it. Again, make sure it’s someone that is absolutely trustworthy.
  • The last thing you want to do is talk to your executor and heirs, etc.  Communicate your plan.

Dan’s Topic: Google Drive and Google Docs

Update: The Google Drive Tutorial is now available! This tutorial is just over an hour long and focuses on all the fundamentals of how to use Google Drive for creating, sharing, and storing documents using Google’s free, full-fledged office suite. In this 1 hour+ windshield tour of Goole Drive, you’ll learn how to create text documents, spreadsheets, presentations, drawings, and even forms and surveys! (The forms and surveys are REALLY cool!)

Don’t miss out on this limited time 20% off discount and buy today at just $7.99!

I’m going to cover 4 areas today: Some General Info, Creating Docs, Sharing Docs, and File Storage.

General Google Drive/Docs Info:

*Text Expander, 1Password, BizXpense Tracker, etc…

**Increased storage available with paid plans

  • Available with any Gmail or Google account

  • Just go to drive.google.com to get started

  • Originally Google Docs…now Google Drive.

  • Serves as a Creation Platform, Sharing and Collaborative Tool, and also as Cloud Storage Service for any document or file you want. Regarding storage, the big difference between Drive, Dropbox, and Evernote is space. Drive comes with 5GB of free space. Almost everything you have with Dropbox, but more functionality for creation.

Creating Docs:

  • Full featured word processing and spreadsheet suite. Lot’s of different options

  • Docs=Word or Pages

  • Presentations=PPT of Keynote

  • Spreadsheet=Excel or Numbers

  • Forms=Create fill in the blank forms that populate your spreadsheets

  • Drawing=Skitch in Evernote, some functions of Microsoft’s Visio

  • To Create a Doc:

  • Click “Create”, chose the type of file you want to create, and begin!

  • Click “untitled document” to name document or you’ll have  a list of untitled docs

  • No save button

  • Available anywhere in the world

Sharing Docs:

  • You can share your docs simply to share the info with someone or you can share to collaborate.

  • When we do our shownotes in prep for the show Vanessa and I collaborate on the doc and work on our shownotes at the same time!

  • All your document history is saved!  You can always go back to a previously saved version or see who made what changes.

    • Just go to the menu and select File>See Revision History

    • Click “Show Detailed Revisions” to see more revisions!

  • Sharing is easy

    • For other Google Drive users:

      • Simply share the doc and assign the level of access you want.

      • Want them to only be able to see the doc? No problem. You can choose between “Can Edit, Can Comment, and Can View

  • If not a Google Drive user, you can email them a link.

Storing Docs/Files:

  • PDFs, music, images, docs…any type of file can be stored

  • Docs must be in a Google Doc format in order to manipulate or edit them.

    • Convert Word files directly or make a copy of the original and convert

    • Same with Excel or Numbers spreadsheets, etc.

  • In your settings you can set to convert automatically if you want.

Tutorial

  • I have a tutorial for Google Drive/Docs coming out soon now available at SimpleLifeTogether.com/Tutorials!

  • Over an hour long and focused on Creating, Sharing, Storage

  • Some great time saving tips and use cases!

  • I’m kicking around doing some video tutorials and this will be kind of a proof of concept for me. As for pricing, I’m looking at $5.99 for 30 minute videos, $7.99 for 45 minute ones, and $9.99 for 1 hour. We’ll see…I think people are willing to spend a few dollars to learn some tips that can save them hours of time. Of course any video would come with a 100% money back guarantee, too, so there’s no risk…

  • The Google Drive tutorial “Google Drive…Simplified” is available for a short period of time for $7.99…that’s 20% off! 
  • So, look for that tutorial in the next few days check out Google Drive…Simplified and let me know what you think!

Thing Segment

  • Dan’s Thing: Appreciating our lifestyle design so that we can react to an emergency situation and be completely spontaneous.
  • Vanessa’s Thing: Taking time out to relax and be with family after over a month of busyness and major life events.

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