Don't forget about online financial accounts such as PayPal, Mint, your IRAs, Pensions and more.

Crowd Funding sites such as: GoFundMe, Kiva, Kickstarter and the rest.

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Financial sites including crowd funding accounts

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This also ties to recurring charges – such as EFT payments to your church, pensions, alimony, insurance.

Don’t forget those crowdfunding sites such as GoFundMe when you wanted to help that neighbor, Kiva when you wanted to help change the world. And how about donation sites such as Humane Society, Breast Cancer Awareness, and more? You sometimes have credit card information in there, and possibly a list of contacts if you shared it out. Make sure you have that list to close those down.

A lot of us remember that we have PayPal, Square, Amazon Marketplace, accounts, but don’t forget about your accounting software that you use, especially those hosted in the cloud: Mint, Intuit/QuickBooks and all the rest. They have an enormous amount of personal information.

Do you have any type of investment accounts, IRAs, Ameritrade, Charles Schwab, eTrade, optionsXpress, Merrill Edge, Fidelity Investments, Ally Invest, Interactive Brokers, to name a few. Don’t forget those pension accounts, no matter how small, they also have your personal information. What will happen to it? If you have changed companies, have you updated the information for those accounts to reflect the change? Can you still access them?

If you receive or pay alimony, have rental income, timeshare fees, other dividends – make sure you have a plan in place and a list of those accounts.

By |2017-08-29T22:28:22+00:00August 24th, 2017|Things to Monitor, Types of Accounts|0 Comments

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