The following is repeated from the Finance and Markets Newsletter of December 13, 2003, and is intended as a holiday tradition for Leimberg Information Services:
"As we approach the holiday season, a time of tradition and thanksgiving, of cheer and renewal, let's reflect through song on the things that are truly important in our lives:
♫ On the first day of Christmas, my true love gave to me -a savings plan to accumulate 3-6 months of after-tax income to meet emergencies, unexpected layoffs, etc.
♫ On the second day of Christmas, my true love gave to me –life insurance coverage equal to six times annual income.
♫ On the third day of Christmas, my true love gave to me –A valid will
♫ On the fourth day of Christmas, my true love gave to me –a "Durable Power of Attorney," giving someone the ability to make financial and/or medical decisions on my behalf if I am unable to do so.
♫ On the fifth day of Christmas, my true love gave to me –a "living will" indicating actions to be taken (or withheld) in the event of a debilitating illness, accident, etc.
♫ One the sixth day of Christmas, my true love gave to me –an organ donor card in the event of my death
♫ On the seventh day of Christmas, my true love gave to me –a safe deposit box to hold valuable papers such as home mortgages, life insurance policies, wills, etc.
♫ On the eighth day of Christmas, my true love gave to me –a list of email addresses, computer IDs, passwords, and other computer-related information
♫ On the ninth day of Christmas, my true love gave to me –a list of pre-authorized payments and other monthly debit transactions that automatically occur in bank or brokerage accounts
♫ On the tenth day of Christmas, my true love gave to me –a long-term care insurance policy to provide inflation-adjusted coverage
♫ On the eleventh day of Christmas, my true love gave to me – A retirement plan, which may include IRAs, 401(k)s, SEPs, and other tax-qualified savings programs
♫ On the twelfth day of Christmas, my true love gave to me - A Section 529 plan to fund college education for the children in my family
Read More "12 Days of Christmas to Financial Success"
"As we approach the holiday season, a time of tradition and thanksgiving, of cheer and renewal, let's reflect through song on the things that are truly important in our lives:
♫ On the first day of Christmas, my true love gave to me -a savings plan to accumulate 3-6 months of after-tax income to meet emergencies, unexpected layoffs, etc.
♫ On the second day of Christmas, my true love gave to me –life insurance coverage equal to six times annual income.
♫ On the third day of Christmas, my true love gave to me –A valid will
♫ On the fourth day of Christmas, my true love gave to me –a "Durable Power of Attorney," giving someone the ability to make financial and/or medical decisions on my behalf if I am unable to do so.
♫ On the fifth day of Christmas, my true love gave to me –a "living will" indicating actions to be taken (or withheld) in the event of a debilitating illness, accident, etc.
♫ One the sixth day of Christmas, my true love gave to me –an organ donor card in the event of my death
♫ On the seventh day of Christmas, my true love gave to me –a safe deposit box to hold valuable papers such as home mortgages, life insurance policies, wills, etc.
♫ On the eighth day of Christmas, my true love gave to me –a list of email addresses, computer IDs, passwords, and other computer-related information
♫ On the ninth day of Christmas, my true love gave to me –a list of pre-authorized payments and other monthly debit transactions that automatically occur in bank or brokerage accounts
♫ On the tenth day of Christmas, my true love gave to me –a long-term care insurance policy to provide inflation-adjusted coverage
♫ On the eleventh day of Christmas, my true love gave to me – A retirement plan, which may include IRAs, 401(k)s, SEPs, and other tax-qualified savings programs
♫ On the twelfth day of Christmas, my true love gave to me - A Section 529 plan to fund college education for the children in my family
