We're thrilled to present this smart LearnVest story here on Savvy!
In today’s day and age, many of us have traded in our little black books for little black Blackberries—but, regardless, these troves of information should contain more than the phone numbers of old high school crushes and college flings. The last time you needed your passport number or vaccination history, did you have it on hand? Are your bank passwords taped to your computer, in full view of hackers-to-be? We at LearnVest have re-envisioned the little black book, and we invite you to take the plunge: You should have a command center that contains every piece of necessary information you might need. We’ll help you set it up.
Your Financial Life . . . In One Place
All of your financial info should be stored somewhere safe, secure, and easy for you—and only you—to get to. We’re fans of Wallet (for Mac and iPhone), which is basically a password-protected database that has fields where you can enter your account name, password, and any relevant info. Alternately, check out the similar Clipperz or Passpack. If you’re attached to that old school black Moleskine notebook, just make sure to include all of your pertinent info and hide the book in a safe, secure place where you’ll be able to find it again. Know where to find the following:
- Bank account numbers.
- Login names, passwords, and bookmarked web addresses for all financial accounts.
- Account numbers for your 401(k) or IRA.
- Contact information for your company’s human resources department or retirement account administrator.
- Your Social Security number.
- Birth certificate.
- Home and auto insurance policy numbers and contact info.
- Credit card numbers (stored separately from your cards).
- A copy of your driver’s license and passport.
- Frequent flyer numbers.