Now is a great time to take inventory of your finances. Some financial checklist items  are your beneficiaries updated on your life insurance, your will, your financial accounts, your IRAs? 

Organize your statements - online or paper statements. 

Do you have a trust and is it up to date? 

Do you keep track of all your usernames and passwords for online accounts? Did you know you can password protect YOUR usernames and passwords? This is very important if your family members needed personal financial information. 

Call Steve today to receive the "Guarding Your Legacy" its a great checklist for you that has details on passwords/usernames, where important paperwork is and more! 

Plus, changes to The Secure Act that could impact YOU and YOUR retirement! 

 

Call Steve and setup a phone call or virtual meeting today! 

 

See omnystudio.com/listener for privacy information.