HOW TO ORGANIZE YOUR LIFE IN RETIREMENT FREE
You can create virtual notebooks on a number of topics, including what a loved one will need to know about your car, real estate, pet and people in your life.Ī free version provides basic information, such as whether you have a retirement account or insurance. Assess your investment portfolio When you are starting to save for retirement, you will typically have a mix of investments which is generally made up of your equities (stocks), fixed income investments like bonds and cash (and cash equivalents).
HOW TO ORGANIZE YOUR LIFE IN RETIREMENT PRO
The Pro or Lifetime version ($24 a year, or a one-time charge of $144) allows you to upload the location of your Social Security card, birth certificate, safe deposit box and other information. Keep one or two cards to maintain your credit score and access to funds. "My sister doesn't need to see a copy of my will, she just needs to know I have it," she says. In her research, Vassil learned that people are often reluctant to put a lot of personal information online. To better organize your bills and financial records, consider using an online. Tossing all of your receipts, records and bills into a giant pile increases the chances you’ll forget to pay them on time. Lenore Vassil, a former corporate technology executive, founded the company in 2012. A shoebox or any other box for that matter was never intended to serve as a financial filing system. Instead, it allows at least two people you've designated to know what documents you have and where to find them. This site doesn't ask for personal information, such as account numbers. The Torch ( Those skittish about putting sensitive documents online can use The Torch.
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