Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (208 words)

Grab and Go Folder

With the recent hurricanes we thought it was a good time to send out a reminder about keeping an emergency folder with important details such as account numbers and passwords. We like to call this your "Grab and Go folder". Here is a list of information you should have in the folder.

  • Assets: checking and investment accounts, private business interests, location of safety deposit boxes, annuities, individual retirement accounts and 401(k)s, trust agreements, real estate, vehicles, collectibles 
  • Liabilities: credit cards, mortgages, car payments, cell phone bills, other recurring bills
  • Social media/online accounts: passwords and login information for Facebook, Twitter, Instagram, Pinterest, LinkedIn, Amazon, PayPal, eBay, Netflix, Hulu, iCloud or other cloud storage accounts, online photo storage accounts 
  • Miscellaneous subscriptions/memberships: airline rewards programs, Sam’s, BJ’s or Costco memberships, toll tag accounts, magazines, newspapers 
  • Insurance: life insurance, long-term care, disability, home, auto 
  • Home maintenance: water, gas, electricity, telephone, alarm, lawn care, cable television, Internet service 
  • Medical: medical conditions, medications, emergency contacts 
  • Personal: burial/cremation preferences, funeral plans, pre-paid funeral expenses, birth certificates, marriage certificates, Social Security card 
  • Key contacts: financial and legal advisors, doctors, family members, close friends

No one likes to think that something bad will happen to them but it's always good to be prepared in case it does.

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Medicare Reminders
Equifax Cybersecurity Breach

Search Blogs Module

Wait a minute, while we are rendering the calendar
home mortgages student loans policy records checklists cell phone provider 4 pm -8pm earnings fallout IRS health care costs Brexit vote offering insurance Coronavirus Aid ice cream event 401K official certification padlock Treasury Department phone companies 20 year anniversary life saver spam phone wells Fargo ID card Two-Step Verification summer Fox News story tax deadlines phone health care services cell phones retirement tax season emergency folder information Facebook account numbers team members parking spots car loans disaster areas emergency kit emergency kits CERTIFIED FINANCIAL PLANNER exam donation counts Victor Dergunov hurricane Dorian clients show support executive order pet donation drive Asset Planning retirement planning Expired medications phishing sites Puerto Rico Medicare Part B 2017 Equifax breach 70 1/2. cell phone carriers offer credit card company check lists Kraig Mathias January 10 investment statements asset Planning money September 8 IRA accounts home security Facebook profile Labor Day Medicare question home break-ins Notary Public borrowing money vision screening settlement options rescue organizations memorial Day weekend February 14 stimulus package “ skimmer ”. credit cards Independence Day COVID -19 virus documents July 4 CARES Act family members pet industry market turmoil trust payments Open House Retirement Contribution Limits non-prescripstion sunglasses tax filing deadlines July 6 drive /usb April 11 July 3 rd Medicare credit monitoring service media accounts estate debt Mobile Banking Security Tips Affordable Care Act stock pile integral member web address prescription eyeglasses 900 number 2017 IRA contributions TD Ameritrade Charles Schwab September 30 2020. insurance policies Supplemental Security Income app notary services September 9 spread jury duty information April 18 2017. https :// holidays approach driver license markets home emergency kit spring cleaning CA FTB CFP ® opt-out National Ice Cream month Open Enrollment Wells Fargo employees coronavirus phishing scams earthquake app Roth IRA pets cell phone SIM swap scam flash drive April 15 news coverage Kiplinger Letter Social Security Administration text messages Legal robocalls house sitter Erin Nelsen pet chip-enabled EMV cards DNA test kits Orange County FEMA website card reader email notifications Federal Trade Commission website credit card fraud Ice Cream Social paper records privacy notices Shred paperwork Wells Fargo customers Economic Security tax deadline paperwork clutter donation items breach Social Security fun facts partner /owner June 29 home emergency preparedness kits Medicare plan clone counterfeits 2018 IRA contributions contribution limit Auto insurance president Trump 2017 TD Ameritrade National LINC Conference water … banking retirement accounts business hours birth certificates home Medicare Advantage October 1 2020. Flexible Spending Account Amazon Part D premiums . vacation VOIP landline phones bottom line credit score self-help topics scams pet supplies people medications https ://seekingalpha Financial Planning Magazine D premiums interest rates fun atmosphere Medicare Part B premiums items Joey Gonzales tax returns consumer spending operations manager Healthcare ice cream tax records credit freeze illiegal robocallers relief efforts Part B EEChecklist-Kits.pdf stockpilingchecklist.pdf identity theft cell phone carriers identity thieves clients insurance policy California Lions Friends privacy settings client portal blog post IRS deadline years toilet paper FSA portal assets July weekend 23 andme fees trustee gap insurance increase company interest retirement plans cell phone service provider estate planning direction estate planning Orange County Superior Court