Do you feel shame because you don't have a better grip on things and a better plan for your finances-both day-to-day living and planning for the future? Do you waste a lot of time reacting to events-such as a lost purse or wallet and computer crashes-that a little preparedness would have made less painful? Imagine not having any of that worry or shame. Imagine not wasting the money or the time.
This guide will help you prioritize the areas to focus on first, and then walk you through them step by step. It will help you complete these tasks one by one and provide a maintenance plan so you never find yourself in this situation again.
. Budgets . Wills . Financial recordkeeping . Healthcare power of attorney
. Home inventory . Retirement plans . Credit report and credit scores
. Computer backups . Living will . Emergency plans . Identity theft monitoring
. Password security . Insurance needs . Digital assets . Personal health records
. Storage of critical documents
This guide also includes:
. An assessment tool . How-to steps . Templates and samples
. Information on each topic to enable educated decisions
. Available resources . Recommendations for ongoing maintenance
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