Your Financial Journey Protecting your Assets
Tools for your Financial Journey
Helpful resource to speed you on your journey to achieve your financial goals.
Get your personal estate documents in order (check the secretary of state or state bar association where you live for resources and people that can assist you in estate planning).
Inventory your possessions (and take photos) and keep it in a safe place in the event of a natural disaster or other loss. There are several apps and software to make this an easy task.
Update your documents every year as necessary or when you experience life changes (marriage, divorce, children, moving, changing jobs).