March 19, 2017

These are the steps to be prepared in case of a major emergency or death of a loved one. Make sure to include yourself. It's easier to know your wishes before it's to late. 

1. Checklist - (Pg. 29 of book) This is a quick view of what to do, who to call, and how to plan...

March 12, 2017

 Once you have collected you items, begin putting them in one of the six file folders. Throw out old papers as you go. You may find other information not listed on previous steps, but go ahead and include those in the in your files too. This is just the basic steps to...

March 5, 2017

Gather the following things to include in your box. 

1. In your files keep an extra copy of house and car keys.

2. Take digital photos of the outside of your home, and inside of your home to include all belongings in case your home is destroyed. Save these photos on a fl...

February 26, 2017

 Gather your Investment Information. 

1. Bank Accounts, Credit Unions. 

2. Copies of your credit cards (Front and Back)

3. IRA, 401K, CRA, RRSP

4. Stock Certificates

5. Mutual Funds

6. Certificate of Deposits

7. Bonds

February 19, 2017

Gather your Real Estate Information. 

1. Property Deeds or location of originals

2. Current Mortgage, rental, or lease documents

3. Deed to Cemetery plot, if purchased. 

February 12, 2017

 Gather your Insurance Policies. 

1. Medical Insurance

2. Long Term Health Care Insurance

3. Life Insurance

4. Burial or Funeral Insurance

5. Homeowners Insurance

6. Car Insurance