Personal Money Management Tips in One Hour
“The majority of Americans haven’t included financial documents in their disaster plan,” says Jim Judge, of the American Red Cross’s Scientific Advisory Council. Be prepared: Scan the paperwork below onto two CDs. Keep one at home and one in a safe-deposit box.
- Driver’s license, passport
- Social Security card
- Health insurance card
- Insurance policies
- Mortgage and other loan papers
- Property deeds
- Car title and registration
- Marriage license
- Your will
- Last year’s tax return
- Bank and brokerage account numbers
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When it comes to the do’s and don’ts, you’ve got lots of questions. Here, solutions for making the season merry and bright.