Your HealthBlood Pressure- 120/80 mm Hg
Cholesterol- less than 200 HDL- 60 or above LDL- 160 or less InsuranceLife
Health/Disability Home/Renter's Auto Will/Trust/Estate Plan |
Credit Scores300-629 Poor
630-689- Fair 690-719 Good 720-850 Excellent Know your NumbersAssets (Value)
Liabilities (Debts) Monthly Earnings/Expenses Interest Rates |
Account InfoLogin/Passwords
Organized, Updated, Safe/Protected Listen, Learn, and QuestionKeep learning from people/books/websites you trust
Ask questions Explore new ways to earn, save, and invest |
Names and contact information
(Important people) |
Lists of all your financial accounts/locations/ numbers
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Logins and Passwords
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List of your monthly bills/debts and how/when you pay them
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List of your water/gas/electricity, etc.
|
Important documents (birth certificate, social security card, license, will, trust, estate planning documents, passport, tax returns
|
List of your assets, valuables, deeds/titles
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Pictures, memories, tradition
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Letters, messages, wishes
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What you might be doingNot understanding= higher risk for loss
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What you should be doingLearning and researching about whatever your money touches
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