How many times have you had trouble finding a password, account number or information for an important contact? Try these four tips from Everplans for saving time, staying organized and gaining peace of mind:
- Manage critical passwords: These are the modern keys to your information kingdom. How are you keeping track of passwords? A password manager is the most efficient and secure method. Plus, don’t worry about every password you have. Focus only on the most important, such as a primary email account and the code to unlock your phone and devices.
- Tally up your financial accounts: Make an inventory of your financial accounts and major assets, as well as how you pay for them, so nothing slips through the cracks. If you don’t want to create a spreadsheet (and who does?) use a financial aggregation app, which tracks all your assets without having to log in to each account individually. Some also assist with budgeting and give you more control of your finances.
- Keep insurance details handy: Think of all the different types of insurance you already have and what you might need: auto insurance, property or renters’ insurance and health insurance just for starters. Having the details of those accounts easily accessible, especially for dependents, will be a big relief when you need them.
- Organize your most important contacts: Keeping your contact list up-to-date and handy can make all the difference when time is of the essence. Your list should include doctors, vets if you have pets, employers, lawyers, helpful neighbors and even service providers like plumbers. Make it a habit to add a few names whenever you have a little down time and share the information with the people you trust.
Searching for critical information like insurance or medical details in an emergency could be stressful for you or your family. Follow these tips to make sure what you need is safe, handy and all in one place.