It's the time of year to think about getting organized.
We've been working with clients to create a record of their digital accounts. Consider writing down on paper (yes, paper!) all of the financial websites you use: Website Sign on ID USBank.com Mary@Billadies APS.com Sign on ID2 Then take another paper and list household info: Heating/AC repair 480 555-1212 My plumber 602 123-4567 And another for important people: and their phone numbers Family 480 123-4567 Friends 602 567 8910 MD 623 456 7891 Work contact 602 123-7892 SAFE STORAGE Consider hiding in plain sight in a file drawer so family can find in an emergency but not eye-catching in case of a break- in. Make sure your spouse/partner knows where it is. Questions? Please use the contact form on this website.
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AuthorMary enjoys sharing news and info that people can use. Archives
May 2021
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‘We take the hassle out of your finances’
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