My Life in a Box- Step Seven
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
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