WBZ's Money Matters with Dee Lee

Friday August 29, 2008 - Catastrophe Planning: Where's the Important Stuff?

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Play from 0:03[0:03] ..." anniversary and we are looking -- catastrophe planning here on WBZ with certified financial planner Dee Lee. And today it will looking at a topic that we talked about before they sold very important we hear is too important"...

Play from 0:49[0:49] ..." you have a will where is that located other state planning documents health insurance documents. The kids vaccination records phone numbers of your insurance agent or your attorney says profiling system sort through all the places you stashed as important papers. She boxes plastic bags closets. Drawers piles on the desk piled on the death in now. Any of people sadly I'm organized I know within everyone of those piles but you can't get to written an hour in yelling and if you cut to find something specific like. The homeowners insurance."...

Play from 0:00[0:00]" It has been three years since Katrina this is the third anniversary and we are looking -- catastrophe planning here on WBZ with certified financial planner Dee Lee. And today it will looking at a topic that we talked about before they sold very important we hear is too important stuff can you put and on it in tenants. I don't know."

Play from 0:18[0:18]" I can. Again so I got it that's great if you I have to evacuate. You know we're going to be able to gather up on the important papers are life the baby pictures -- kids the -- the dog and even in our. You should -- people should be able to do this. Don't worry about clothes for the Red Cross will provide some just keeping important stuff do what you need to know to get organized now have talked about this so many times in Germany religious and on our she's at it again. But you know -- your homeowner's insurance policy. If you have to evacuate -- how she should have that with you certainly should if you have a will where is that located other state planning documents health insurance documents. The kids vaccination records phone numbers of your insurance agent or your attorney says profiling system sort through all the places you stashed as important papers. She boxes plastic bags closets. Drawers piles on the desk piled on the death in now. Any of people sadly I'm organized I know within everyone of those piles but you can't get to written an hour in yelling and if you cut to find something specific like. The homeowners insurance. You need to be noticed rabbit out of a file throw it in and if you can't throw in -- plastic zip lock bag sure which would be even better because derived keep trying to you know not again. Seven master file. Consider the table contents of your life we are an important documents in your life stored. Filing cabinet attorney's office CT deposit box with the document where it's located. Nature their hands and I know that if they don't do this thing need to follow your advice given in the same room please get it in the same room now you provide a list runner or are just as sort of a plan business I do on our listeners can get on my web site. In get into the document -- a list. And it lists. Every important. On document one would ever have. And next to it is just where you can put AB your C which would then indicate we're you've kept -- start."

Play from 2:12[2:12]" The organized check the website wbz1030.com. And you can get to d.s website through that website as well. Great series thank you so much to have a good weekend and we know more tomorrow here on WBZ news radio tenth or."

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[0:18]..." which is 65. They shouldn't have too many problems with doctors and health care facilities accepting their health insurance. Maybe not their -- but their health insurance and again they have to start checking for the even set out. You know what's going to be covered by their health insurance course everyone's gonna covering emergency. But you know if you think you're gonna have your physical check -- for you and your "...

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[1:32]..." and over the counter drugs that you can pay for with a flex spending plan them so. Scheduling annual check up which is not covered usually buy your health insurance plan prepaid kid's orthodontist sure. -- your teeth -- get the kids to the dentist -- for school vacation if you want to next her glasses "...

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