Five Things To Know About the Capital Gains Tax
It’s never too early to start planning for tax season. While much of what you own will experience depreciation over time, any profit made from something you sell may be...
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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
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Featured post
September 15, 2023
September 1, 2023
Health and Economic Costs of Dealing with Chronic Illness
While the diagnosis of a chronic illness is upsetting enough, the financial ramifications of needing ongoing care often hit the hardest. Medical issues account for two-thirds of all US bankruptcies,...
Read More...August 17, 2023
5 Benefits of Paying Off Your Mortgage Early
For many Americans, a home mortgage is one of the heftiest and lengthiest investments they will make in their lifetime. According to the Federal Reserve Bank of New York, mortgages...
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