Thursday, May 23, 2013

Is It Time for “A Come to Moses Meeting”? © 2013 by Wayne Dan Lewis, Sr.



What is the purpose of “A Come to Moses Meeting”? Readers are either introduced, refreshed, or reminded of the importance of monitoring their finances due to major life events that are sure to occur.  By insuring that a reasonable amount of money is put on the side, we can only hope to be prepared for as many of life’s major challenges, and are able to recover as effectively as possible.



Inspired by Hurricane Katrina (August 2005)
For many of us on the southern most coast of the United States, who are old enough to remember the impact and the aftermath of Hurricane Katrina, there were many aspects of that disastrous event that will forever remain prominent in our lives.  There were many life lessons that many of us gained that we cannot keep to ourselves.  For the benefit of our children, family and friends to come, we need to make sure that they don’t fall victim to many of the circumstances that befell us.

Whether by accident, intent, or circumstance, the situations that came about as a result of one of this nation’s most disastrous events, there were lessons learned in areas of evacuations, housing, recovery, insurance, governance, and outreach.  Many of those lessons may have been revealed through any number of avenues.  But sadder is the fact that many lessons will never be revealed.  Not because there aren’t those who are willing to share those lessons, it’s just that the avenues to share those lessons are limited.  Unless compelled to write their memoires detailing what they had gone through, or went through, the window is practically closed because it is no longer a media event.  But there are still lessons, and I for one, will share the benefit of one set of lessons learned from Hurricane Katrina.

The set of lessons that I have pared this post down to has to do with preparation for (a) life-changing event.  While this post is Hurricane Katrina inspired, it should not be presumed that other major life-changing events  should not be subconsciously referenced.  For example: cancer, bankruptcy, garnishment, heart-attacks, having a baby, etc.  You can decide for yourself what other life-changing events could turn your life around, this very day, with hardly half as much warning as a hurricane.

Who should read this message?
In a prelude to this blog post, I indicated that anyone who fit any of the following should be aware of this “Come to Moses Meeting”:   Just starting out on your own; Newlyweds; Divorcees; loss of spouse or significant other;  sudden illness; new graduates; just released from prison; fired, laid off or business closure; filed bankruptcy; loss of a home due to a natural disaster; loss of a home due to a foreclosure, or, having to rebuild our lives after a major illness.

I suggested this broad a group because at the time of Hurricane Katrina, it is logical to presume that a number of people were just beginning their lives whether as married, just graduated from high school or college.  I am almost sure that someone was just getting out of prison and was ready to start a new life.  The point is that Hurricane Katrina’s arrival was like any other major life-changing event.  It never comes at the right time.  It never arrives because we are ready for our lives to be up-ended by flooding, tornadoes, earthquakes, or fires.  Each of us, as I sincerely believe, have to be ready when one of these events occur.  By ready, I mean financially ready.  Financially prepared.



Can we ever be fully prepared for major life-changing event?
The answer is “No!”  We can never be fully prepared because we never know what life may throw our way.  If we are “lucky”, life may just throw us a wedding, the birth of a child, or the lottery.  Talk about major life-changing events!  But life is not always kind. Life has a way of mixing it up.  Yes, we may get married, and have a baby, but let’s throw in a small house fire, or a cancer.  Life may give us an increase in income into the 6 figures, but, not to be outdone, here is a stroke or two.  Can these ever happen? You bet.  And how prepared we are may actually be relative.  But not having something in place, in the event of such an occurrence would be more detrimental.

“Put something on the side for a rainy day”
Just what is a “rainy day” any way?  Old people used to tell us that, and while it made sense, it didn’t go to the heart of what a “rainy day” was or is.  Well, I have learned that a “rainy day” is getting married, having a baby, a raise in income, but it is also the loss of a loved one, major illness, and of course, a major disaster such as a hurricane, tornado, flood, or earthquake, to name a few.  Why put all of these in the same category?  Simple:  they are all major life-changing events.  Whether they happen 9 months out, 2 weeks out, or suddenly, our lives change.  Our lives are interrupted, for good or bad, and it is not a just a matter of going from day to day, loddie-da-da-da.  It’s whoa! It’s regroup!  It’s recover!  It’s rebuild! And it is all of a matter of getting back to what we call normalcy.

Normalcy?
What is normalcy?  Well, until a major life-changing event occurred it was going about our lives, day to day, doing whatever we had to do to get through the day, and regardless of the pitfalls along the way, with a song and a prayer, we made it through the day.  Normalcy?  It is everything that you may have cursed about but can’t wait to get back to because now, you have a major life-changing event that just disrupted everything that you have cursed out, but treasured in the same breath.  How do you get back to normalcy?

What is a Major Life-Changing Event?

If the phrase “Come to Jesus Meeting” means come clean, tell the truth, or, straighten up and fly right, or, literally, “Come to Jesus and be saved”, what does “A Come to Moses  meeting” imply?  Well, it could mean any number of things if we study Moses from the Bible.  However, for the purpose of this message, even this blog, “A Come to Moses meeting” is intended to focus on an aspect of wealth building, and all that could otherwise be done to improve our quality of life financially.   Or, in this case, determine what it is we can do to prepare, as much as possible for a major life-changing event.  We can’t address every possible life changing event in this posting.  I don’t intend to.  But Hurricane Katrina rose to one of the highest levels of major life-changing events in our lives.  With all due respect to my marriage, the birth of my son and daughter, grandson, and the loss of my parents, Hurricane Katrina challenged us on several fronts, at one time.  If anyone of the previous situations occurred one by one over a period of time, they would have been workable, not all easy, but workable.  And while each has had its impact on me financially, Hurricane Katrina challenged many of us far more than we could have ever imagined.  At least, those of us who were impacted directly.   Here is how:
1.      Many of us had to evacuate our homes (some of us from as little as a week up to, in some cases, never to return to our homes, physically);
2.      Many of us had to either stay in hotels, with families, or in what we romantically called “FEMA trailers”;
3.      We still needed a source of sustainable income while either evacuated, or while our places of employment were impacted by flooding or wind damage;
4.      Family members who required medical care or medication were greatly affected;
5.      Family members died;

How Do We Handle Major Life-Changing Events?

The fact that so many subsequent activities occurred as a result of a major life-changing event (Hurricane Katrina), meant that it was important for us as residents to have had in place several important elements in order to deal with the aftermath of the storm.  While government officials often tried to prepare us by telling us to prepare for 3 days out of home activity by bringing food, water, medication, insurance papers, and whatever needed necessities, many of us found that 3 days was a far cry short of the time that we would be impacted.  Fortunately for some of us, we had the Red Cross and family.  Others of us had to wait on needed emergency assistance.  What were some of the lessons learned?  In no particular order, here are some valuable lessons that we learned from Hurricane Katrina:

  1. Don’t wait until the last minute to evacuate (Make arrangements with family, set up hotel reservations, or get to an approved shelter when directed)
  2. Gather all necessary insurance documents such as auto, life, and health insurance policies (Be sure policies are up to date)
  3. Make arrangements for family members who maybe mentally or physically impaired
  4. Make sure vehicle(s) are road-ready (tires, gas, oil)
  5. Listen to the most up to date broadcasts on any weather-related activities
  6. Make a list of emergency contact information for all members in the event separated
  7. Make sure to secure all other personal belongings that are left behind.

While this information will be repeated over and over again, particularly in the hurricane zones, one area that presented a problem for surviving family members:  no Will. 

You should consult an attorney regarding the specifics of preparing a Will, but that does not mean we should not discuss why a Will was an issue after Hurricane Katrina.  To this day, there are families who are unable to move forward on the sale, repair or acquisition of the family home.  What we discovered after Hurricane Katrina was that a number of families had moved in and out of a house that had never gone through succession.  And there was no Will.  The significance of this historical major life-changing event was that many families cannot move forward without possibly incurring an insurmountable debt or delay on important decisions because there was no Will. 

Another important decision that needs to be made to help our families moving forward in the event of a major life-changing event is taking care of our elderly.  With a long term evacuation, our elderly, who may not otherwise be housed in as structured a facility as a nursing home, or a facility dedicated to their care, can become confused or disoriented with a sudden change of scenery that takes them out of their homes or a place with which they are familiar.  Failure to take a pre-emptive position can cost unnecessary monies.  Consult with your loved one’s doctor to ensure that everything can be done to make them comfortable, including early ordering of their medicines, if necessary.

Another life lesson comes as a result of what happens in the event a major life-changing event either destroys our home, or takes the life of a very dear family member.  If a storm destroys a home, generally, and I am being optimistic here, the bank and the insurance companies will act with all due speed to help the family to get back on their feet, in theory.  What did not happened after Hurricane Katrina, for a lot of families was that they did not get into their homes because they were not prepared, financially.  Many did not possess the necessary protections to minimize the loss of their homes such as flood insurance, or insurance that protected against wind damage, or fires.  On the other hand, many who possessed policies had to negotiate red tape and/or road blocks that were put there to keep families from recovering and rebuilding their lives.  How could this have been avoided?  By establishing a relationship with your insurance broker and/or financial representative.  This may seem insignificant, but it helps in the event of a crisis that those with whom you have a relationship are more likely to help us to recover some level of normalcy.

Last but not least, major life-changing events makes us vulnerable.  We would like to believe that when we are the victims of these types of events, that any and everyone is willing to help us recover and rebuild our lives.  This is never more further from the truth.  Our vulnerabilities are generally a magnet for those who are looking for the greatest risk for the greatest reward, meaning that they ask for an equally large sum of money (our insurance proceeds) for a job that never gets done.  They may ask for equally large sums of money, but do a sloppy job, or take their time doing the work.  If we come into a large sum of monies because we were able to recoup from our insurance, we find that more often than not, many of our contractors are the 2 of the 1-2 punch of major life-changing events.  Not all, but many set their sites more on what we have rather than what they can do for us.  We need to be vigilant before turning over any of our finances.

We can’t cover every possible eventuality here as a result of a major life-changing event, that would be impossible.  But it is important for those of us who have gone through these experiences to share as much as possible to help those who may come behind us and encounter similar such circumstances.

In Conclusion

This Come to Moses Meeting will be one of several designed messages to inform as much as possible about life lessons.  The significance of these lessons will be designed to inform and hopefully prepare each of us for eventualities that many of us have experienced and should feel compelled to make it easy for family and friends to navigate situations that might otherwise make life very difficult to navigate, financially.
Major Life Changing events may occur everyday.  Whether have auto insurance, life insurance, homeowners’ insurance, or long term disability, knowing the importance of having these financial instruments are polity can’t be understated.  The next major life-changing event is maybe just around the corner.   While you can never fully prepared, you have an opportunity to take pro-active steps, or preventative action to make that you are able to resume some level of normalcy.

 As always, you are encouraged to seek advise from a reputable professional as it relates to insurance, legal advice, or investment opportunities.  Information shared here is deemed to be from reliable sources but not guaranteed.



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