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From the Northeastern Section of the ACS, focusing on career management and development
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11/17/17
Professional Behavior. Dealing with Catastrophic Challenges
Filed under: Recent Posts, Mature professionals, Technicians, Observ. Trends, Alternate Career Paths
Posted by: site admin @ 3:34 pm

We recently observed close friends living in CA who lost
their home and most of its contents to wildfires.  Another
friend was overtaken by back pain making it difficult to
work.  A third friend lost her husband suddenly.

.
These are hard things to face.  So is losing one’s job and
other “black elephant” events.  
.
This entry offers some ideas for actions you can do
at separate stages in your career.
.
EARLY CAREER
 - develop a detailed “master resume” [  2 ], develop a
credible internet presence 
 - monitor daily your credit card and financial records,
noting unusual events.  Have an action plan ready–
 - have an 
action plan ready for losing credit cards, cell
phones or cars
.  Don’t wait for the unfortunate event to happen–
have paid up insurance, contact numbers organized,
detailed information to provide 
 - record retention file guidance retention
1 year:  payroll stubs, bill statements
6 years:  income tax records and related forms
7 years:  critical slips, statements and cancelled checks
Permanent:  investment records, pension papers, insurance
policies, contracts, personal-  birth certificates, military,
marriage, divorce, adoption, naturalization and citizenship
real estate
 - always enroll in substantial disability insurance
.
MID-CAREER
 - continue all the early career record-keeping
 - formulate a document location spreadsheet, what is in
your safety deposit box
 - have a list of people and institutions with their contact
information for banks, brokerages, lawyers, physicians
 - formulate a will, powers of attorney, and care for
children:  instructions who would raise them in your
absence
 - organize important family photos, papers and records
 - take the initiative to ward off identity theft 
.
CLOSE TO RETIREMENT
 - visit trust attorneys and determine who you would like
to represent you
 - interview and work with a financial adviser
 - organize a checklist for what to do when a loved one
dies [see comment]
 - wealth transfer planning
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