Get on your banks, investment accounts;
- Download copies of statements of each today. Complete with up to date balances, your account #’s, etc..;
Living forest fire country, we keep all of that data in a separate go bag. My wife is responsible for having the go bag in a safe but ready to go site. Our rxes can be scooped up and bundled with that stuff.
My responsibility is keeping the data up to date. Our CPA gets copies at the end of each qtr and tax year. His office is in a separate fire district. Our lawyer gets copies each qtr..
With our recent dry winter, those go bags are ready to grab and go.
We know of people who lost everything in the fires 3+ years ago and still are getting $crewed/delayed on payments due to them!
“we keep all of that data in a separate go bag.”
Great advice!
Maybe even need to store extra copies with a family member or a good friend who you trust.
We need to respect and plan for a “If SHTF” philosophy