Things get lost or forgotten over time. Take a minute–

Make a list of all your assets and their beneficiaries–

  • Retirement Accounts
  • Bank Accounts
  • Investments
  • Insurance Policies

Also make a list of all your online logins and passwords–

  • Bank Accounts
  • Credit Cards
  • Cell Phones
  • Social Media and other Website Accounts

Keep your lists in a specific place that you will remember!

Check state records for unclaimed property for yourself and older or deceased family members.

Social Security is a big topic these days, so it is important we know where we stand. Go online to and “My Social Security”.

Set yourself up and check the details. You will need 40 credits (used to be quarters). Credits are based on your income, so make sure all your earnings have been recorded properly.

It is your information — Protect it!

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