My Life in a Box- Step Seven

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

 

 

 

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