We hear a lot of talk about minimalism. So what is it exactly? I personally am not a huge proponent of “labels”, but when referring to a minimalist lifestyle, this “label” helps me understand certain characteristics and lifestyle choices a person makes.
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Beneficiaries miss out on life insurance benefits all too often. The odds that you’re owed money from a lost, forgotten or unknown policy are about one in 600.
Besides life insurance, there may be other assets a deceased person might have that family members may be totally unaware of. Without an organized list, your loved ones and beneficiaries may be missing out.
In a recent report we touched on the importance of keeping certain financial documents.
Today, we are taking a deeper dive into what you should keep and for how long. We’ll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.
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What information do people need to access in emergency situations?
A trip to the ER may require:
List of allergies, current medications, medical history, doctor contacts, family contacts, insurance information, photo identification.
A fire or natural disaster may require:
Identification documents, insurance documents, proof of ownership (such as deeds or titles), access to bank accounts for emergency cash, pet location information, medical information and family contact information.
So where do you keep this information? Is it accessible and is it secure?
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