Keeping Yourself Current

Over the years, you've undoubtedly accumulated numerous financial accounts, some of which you may have forgotten about. Perhaps you have a long dormant IRA, or a 401(k) account from when you worked for a previous employer. Maintaining a current record of all of your financial assets and where your critical documents are kept is extremely important and can help you and your loved ones in the case of an emergency.

Whether you are nearing retirement, relocating, caring for an aging loved one, or experiencing a death in the family, events can send you into a document search that can be both frustrating and time consuming. Because we don’t tend to document everything we have or might need to prepare for such events, unexpected circumstances send most of us into a document search tailspin!

While it will take some time to initially compile your important information, from that point on it's relatively easy to keep this information up-to-date.