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Amy on Organizing Records


Safely stored

Amy Praskac - Tuesday, May 16, 2017
Friends of mine served as co-executors for a dear friend of theirs. However, they were not prepared whatsoever to do the job. They did not have a list of assets. They did not know where to find th ..

What it took to roll over my late husband's 401(k)s: Part II

Amy Praskac - Tuesday, March 17, 2015
I had rolled over two of Doug’s 401(k)s and had one more to go. I called the 800-number on the latest statement and landed in automated phone hell. I couldn’t use the PIN and I couldn& ..

What it took to roll over my late husband's 401(k)s: Part I

Amy Praskac - Tuesday, March 10, 2015
Doug had three 401(k)s at the time of his death: his current employer, his immediate past employer, and the employer before that one. Each one of these accounts was a bigger headache than the one  ..

Book Review: Bad Paper

Amy Praskac - Tuesday, February 10, 2015
Record keeping is at the heart of the story Jake Halpern tells in Bad Paper: Chasing Debt from Wall Street to the Underworld. The lack of documentation for debts bundled and sold to secondary mark ..

Annual update on my journey to go paperless

Amy Praskac - Tuesday, January 13, 2015
My update this year sounds remarkably like last year’s update: one step backwards before stepping taking two steps forward. There were different prompts for going paperless. Sometimes I made ..

Guest post on Genealogy search brings healing

Amy Praskac - Tuesday, November 18, 2014
Raymond Carl Duemler was almost a complete mystery to his son, my father. All my father knew of his father was that he came from a large Philadelphia family and married Eleanor Van Sant, my grandm ..

Melanie's social studies project on ancestry and immigration

Amy Praskac - Tuesday, November 11, 2014
Melanie, my twelve-year old niece, called me for assistance with her social studies project on ancestry and immigration. I’m naturally the genealogist on the Praskac side of the family given ..

How to limit sharing of your personal financial information

Amy Praskac - Tuesday, October 07, 2014
The burden is on the consumer to opt-out. Companies you do business with are free to share your personal data to non-affiliated third parties unless and until you inform your bank, credit card com ..

Life happens

Amy Praskac - Tuesday, September 16, 2014
This is a sad story. Sad because someone dies. Sad because we could have managed things better than we did. Back when I was happily married, my husband was laid off from his job in information ..

One step backwards, two steps forward on my journey to go paperless

Amy Praskac - Tuesday, March 18, 2014
I took a step backwards with the cable company when I changed packages a few months ago or, more accurately, had my package changed for me. Somehow, that switched me back to paper statements. I to ..

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