Category Archives: Financial

Ensure your retirement savings, investments, and other bank accounts are distributed how you wish after you pass.

Do You Know What To Save?

keep or shred

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.

Continue reading →

What Info Do You Need In An Emergency?

paper files

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?

Continue reading →

Added Protection For Your Account

two-factor authentication

Over the last few weeks we have been talking a lot about passwords and security.  At My Life & Wishes security isn’t just a feature, it is our foundation.  Keeping your information safe and secure is our highest priority. We are happy to announce even more security is now available. Two Factor Authentication has been added to the My Life & Wishes service. 

Continue reading →