Financial Education For Women
 

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Here you will find information about investing, retirement, taxes, and any licenses you may need to continue to live life to the fullest.

TOP 10 MUST HAVE PAPERS

  1. Birth certificate

  2. Social Security number

  3. Insurance polices

  4. Last income tax return

  5. Retirement account records

  6. Current bank, mutual find, and brokerage account statements

  7. Will

  8. Car title

  9. Power of attorney

  10. Marriage, divorce, and or death certificate

 

 

 

 

last updated 01/28/04 

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