GET STARTED Banking & Savings Financial Planning Estate Planning Insurance CREDIT & DEBT Manage Debt Create a Budget Credit Basics Repair Credit Protect Credit MONEY MATTERS Buying a Car Paying for College Buying a Home Healthcare Taxes LIFE EVENTS Marriage Divorce Widowhood Children Retirement INVESTING Get Started Stocks Bonds Mutual Funds IRA 401(k) Glossary CAREER Find a Job Back to Work Choose a Career The Workplace Working Mom

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Financial Self-Defense... Page 2

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Dig up some of the following information.

   Marriage Documents:

• Pre-Marital Arrangement
  
• Prenuptial Agreement
  
• Divorce Settlements

   Estate Planning:

• Trusts
  
• Wills
  
• Power of Attorney

   Investing and Savings:

• Checking Accounts
  
• Savings Accounts
  
• Money Market Accounts
  
• Certificates of Deposit (CDs)
  
• Savings Bonds
  
• Stock Certificates
  
• Mutual Funds
  
• Other Bonds
  
• Brokerage Accounts

   Work Documents:

• Tax Returns
  
• Pay Stubs
  
• Benefit Statements
  
• Stock Options
  
• Pension
  
• Bonuses
  
• Health Insurance
  
• Disability Insurance

   Debts:

• Credit Card Bills
  
• Personal Loans
  
• Mortgage Documents
  
• Automobile Loans
  
• Other Loans

   Retirement Documents:

• Pension Plans
  
• IRA
  
• 401(k)
  
• Keogh
  
• SEP
  
• Social Security Benefits

Insurance Policies:

• Auto
  
• Life
  
• Umbrella
  
• Homeowner's
  
• Health
  
• Disability
  
• Long-Term Care

• Jewelry
  
• Precious Metals
  
• Collectibles
  
• Antiques
  
• Other Valuables
  
• Safe Deposit Boxes
  
• Titles for Real Estate
  
• Titles for Automobiles

MORE »