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Tracking Passwords, User IDs, PINs and Security Questions

by Jim Schwartz, CFP®, RICP® | Nov 24, 2019 | Getting Organized

Tracking Passwords, User IDs, PINs and Security Questions Your spouse may have had dozens or even hundreds of online accounts and you may too. A count of my own personal and business-related online accounts exceeds 150! These aren’t just financial accounts, but...

What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist!

by Jim Schwartz, CFP®, RICP® | Nov 17, 2019 | Getting Organized

What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist! There is no shortage of well-intentioned people wanting to help the newly widowed: family, friends, neighbors, coworkers…the list is long. Each helper has their own idea of how to handle...

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