Here’s a second chance to make a New Year’s Resolution — and hopefully keep it!
A Guide to Navigating Retirement tasks you with reducing various risks by following “best practices”, all in an effort to protect against identity theft, safeguard your credit rating, and avoid Internet scams.
The Lunar New Year is February 10, 2024.
Last month, I suggested you make a New Year’s Resolution to organize your legal and financial papers. Hopefully the ten reasons I listed were sufficient motivation to start organizing. Many financial planning and investment decisions and actions you must make require this organization. At stake is your financial security—and your legacy. The upcoming Lunar New Year creates a second chance to make another New Year’s Resolution—and being a Leap Year, there is an extra day to do it! Store your organized legal and financial papers in a secure but obvious place. I give you only one reason to follow through on this new resolution: if you do not, all your efforts to organize your important documents will have been wasted!Sometimes we forget to protect physical documents that can be easily stolen or destroyed in a disaster such as fire or flooding.
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