Three Things : 1) Write down all of my passwords and usernames so my wife and adult child has them if I is away 2) Organize my Financial file box 3) Keep better track if my HDPL spending to reimburse my HSA in the future
Estate Planning. We had a will pre-kids, but we didn’t fully follow through. We needed big changes with our oldest being born, he has special needs. There were many tough decisions about trustees, guardians, and more. We eventually finalized it, but it was torture. That was over 15 years ago.
We started revising it again about 4 years ago, but these same issues came up, and we never finished. We are finally tackling it again, and find that now those answers are coming a lot more easily, so we’re hopeful to finish it off this year.
Consolidating multipleTraditional IRAs/Roth IRAs/old 401(k)s from pat road-stops on my life journey with one custodian and better leveraging index funds instead of multiple actively managed funds contained in my retirement portfolio currently.
Figuring out my current expenses and what they will be in retirement (I’m looking at you CORBA followed by market place health insurance.) I’m definitely behind schedule; I just quit and my husband hates his job -so it won’t be long…..
Figuring out where I am going to get cash for number 1.
Organizing an “in event of” file. In the event of a sudden illness, where are my accounts and passwords? What bills are drafted automatically or charged to credit card? Who needs to be contacted? That information is in my files, but it’s organized for my convenience, not the convenience of someone handling matters in an emergency.
Three Things :
1) Write down all of my passwords and usernames so my wife and adult child has them if I is away
2) Organize my Financial file box
3) Keep better track if my HDPL spending to reimburse my HSA in the future
Estate Planning. We had a will pre-kids, but we didn’t fully follow through. We needed big changes with our oldest being born, he has special needs. There were many tough decisions about trustees, guardians, and more. We eventually finalized it, but it was torture. That was over 15 years ago.
We started revising it again about 4 years ago, but these same issues came up, and we never finished. We are finally tackling it again, and find that now those answers are coming a lot more easily, so we’re hopeful to finish it off this year.
Consolidating multipleTraditional IRAs/Roth IRAs/old 401(k)s from pat road-stops on my life journey with one custodian and better leveraging index funds instead of multiple actively managed funds contained in my retirement portfolio currently.
Organizing an “in event of” file. In the event of a sudden illness, where are my accounts and passwords? What bills are drafted automatically or charged to credit card? Who needs to be contacted? That information is in my files, but it’s organized for my convenience, not the convenience of someone handling matters in an emergency.