The Everything Kids’ Money Book
You want your children to become financially stable adults. But how can you interest them in this important topic, and make it easy to learn about and fun, when they...
Read More...
Secure, Independent, and Comprehensive Electronic Safe Deposit Box for Life’s Vital Information
Keeping our members, their loved ones, and trusted partners aware and up to date on life’s critical information is our primary focus. Our secure portal allows you to store all meaningful and vital records in one secure easy-to-use location. We utilize Amazon cloud encryption to secure and protect each password encrypted account. Your password is not known to the site. Only you, or someone you share the password with, can ever access your account.
Learn moreSnapshot of the process
Step 1
Establish an account on our encrypted and password protected Amazon Web Hosted Site. Our portal allows you to securely and independently enter all of your vital information onto one site.
Step 2
Upload your vital information such as life and health insurance Information, banking and retirement accounts and important legal and contractual documents.
Step 3
Setup to receive reminders every month. You can choose to share all your information, or parts of it, with family members and trusted partners. Review and update periodically.
Why it works
Watch the video
Featured post
November 15, 2022
October 31, 2022
Look Forward to Increases in Your 401(k) Limits
The amount you can contribute to your 401(k) plan in 2023 has increased to $22,500, up from $20,500 for 2022. The Internal Revenue Service (IRS) announced this change and issued...
Read More...October 15, 2022
Preparing for a Flood Before Disaster Strikes
Flooding is the most common and most damaging natural disaster in the country. In Florida, where Hurricane Ian’s floodwaters turned towns into rivers, flood risk is higher due to the...
Read More...