Jem.Life
Key Points
- I'm an explorer - I discover what has already been invented that others missed to avoid re-inventing the wheel
References
Reference_description_with_linked_URLs__________________________ | Notes__________________________________________________________________ |
---|---|
m Life | |
SLP - Sky Life Plan | |
SLP - DL | Discover Life - explore the 5WH you want to focus on |
SLP - GAAPS. - BYP - Build Your Plan | Goals > Assessment > Assumptions > Problems > Steps |
SLP - OAARS. - UYP - Update Your Plan | Objectives > Assessment > Assumptions > Review > Steps |
SLP - Concepts | |
AMSGPSL - 1 - LIFE - Plan Your Life | |
AMSGPSL - 2- Work | |
AMSGPSL - 2 - Make - Wages - Work | |
AMSGPSL - 4 - Grow concepts | |
AMSGPSL - 2 - Make - Education - Affordable Options | |
m Tax#References | |
https://services.sunbiz.org/Filings/AnnualReport/FilingStart | FL LLC registration & reports for Sky Palms LLC reporting |
https://dos.fl.gov/sunbiz/other-services/reporting-of-beneficial-ownership-information/ | Sky Palms LLC reporting The Corporate Transparency Act (CTA) requires beneficial ownership information (BOI) reports to be filed with the Financial Crimes Enforcement Network (FinCEN) by companies that meet the definition of a "reporting company". Reporting companies include corporations, limited liability companies (LLCs) |
m Health | |
Mental Health | |
https://www.linkedin.com/pulse/principles-lifelong-meaningful-relationships-ray-dalio/ | Ray Dalio on life long relationships |
https://unherd.com/2019/12/is-this-the-end-for-labour/ | Paul Embrey on what liberal UK voters really want and why they voted conservative in 2019 |
https://www.brainyquote.com/quotes/thomas_sowell_163937 | Thomas Sowell on "Johnny doesn't know what thinking is" ** |
https://www.businessinsider.com/the-40-smartest-people-of-all-time-2015-2#now-take-a-look-at-whos-sharp-on-wall-street--41 | |
Signs your partner cares for you video | |
Jim Mason - images gallery |
Key Concepts
DL - Discover Your Life - learn about life for your journey - 5WH
Master Life
Master Life-v1.pdf ( open this pdf file )
BYL - Build Your Life - GAAPS - Goals, Assess, Assumptions, Plans, Steps
UYL - Update Your Life - OAARS - Objectives, Assess, Assumptions, Review, Steps
Financial Health - AMSGPSL
Ask
Financial Goals?
Current Financial Health?
Financial Changes Coming?
Financial Roadmap Reimagined?
Key Decsions?
estate plan - what to pass on and how
Make
make plan - find right work income plan - roles, products, services, etc
Remote roles only for location flexiblity
Focus on value-add roles: PM, PO, Solutions Architect, Practice Lead
Make what's needed to exceed financial income, wealth targets
What training are you looking forward to this year?
PMP cert
certs on Gen AI courses
courses? Besu, Databricks, Kafka, TOGAF
<< see task priorities under learn
What roles have you applied to?
<< see roles status page
Tax Plan Management
<< 2023 tax estimates WIP
Jim Mason 2023-tax-est-to 230417.xlsx
https://docs.google.com/spreadsheets/d/1RfcybQX2jPd9usJ_tI3sYibQ8FBxoeIP/edit#gid=1921410629
a>>> file 2023 returns by Aug 31
Save
savings plan - improve net monthly income flow, wealth generation
goals >>
<< see options under Plan-Decisions
Grow
investment plan - how to invest for sustainable income growth within the risk profile
<< see current plan under invest-cashflow
<< see performance - 1 year below
<< see opportunities - investments - jim-view1
https://finance.yahoo.com/portfolio/p_0/view/view_3
<< see how values on Zillow for protection, growth, income
https://www.zillow.com/myzillow/yourhome
Protect
Insurance ?
homeowners - insured or self-insured
cars - covered
health - wife's medical for 2024, medicare advantage for 2025
life - only Fidelity 5K annuity that will pay $75,000 on death up to age 85
<< estate plan notes
will
Trusts
Spend
Given income, wealth goals
set tighter controls on spending now for discretionary items
budget for capital expense reserves on all homes owned
Review any company benefits
Review any government benefits
Review any insurance discounts
Ensure medical group insurance to lower medical charges ( spouse, medicare etc )
Learn to fix stuff vs replace stuff
Focus on free entertainment for fun >>> 5WH ?
Live
living plan - within 2 years, rethink locations, who to live with where
Consider moves to Maine, Florida, Mass, Other ?
Consider tax and income impacts
Consider sharing rent, expenses or ?
What are you looking forward to in the next 3 months?
new job
more time in Maine
this year?
next year?
trips to Floriday, Delaware, NY ?
long term?
<< see Plan-Decisions for financial impacts of life decisions
Q1 Meeting Review Notes
Potential Value Opportunities
Where I come from
Where I come from,
We may not always vote the same way
We may not agree on what needs to be fixed
We may not agree on how to fix it.
Where I come from, I know this.
We agree on what's important.
We love our country very much.
We love the community we live in.
We believe friendship is built on honesty, trust and respect.
We believe in law and order.
We believe honest work makes better people.
We believe the best welfare program is a job.
We believe the best education is work.
We believe your best investments are your family, friends & community.
We agree that while all of us are created equal,
We recognize that military and first responders
have earned our respect and gratitude
for the sacrifices they've made for all of us
It’s the debt that can’t be repaid
It’s our honor to help them
I've added a picture from a town I'm lucky enough to live in.
What's special about this picture?
Those flags are put there because the town agrees we love our country.
The day is special because it's NOT a holiday.
It's every day those flags are there.
Potential Challenges
Candidate Solutions
MACOSX - Sublime files
Step-by-step guide for Example
sample code block