• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Live Like You Are Rich

on any income...

  • Finances
    • Save Money
    • Make Money
    • The Credit Game
    • Couponing
    • Tips & Warnings
    • Financial Fitness Bootcamp Course
  • LOVE with Family
    • Love
    • Pregnancy & Postpartum
    • Parenting
    • Faith
    • The Random & Important 
  • Home Improvements
    • Preparedness
    • Organization & Cleaning
    • Efficiency
    • Interior Design
    • Home Updates
    • Home One
    • Home Two
    • Home Three
  • DIY & Crafts
    • DIY’s & Crafts
    • Holidays
    • Valentines
    • Easter
    • 4th of July
    • Halloween
    • Thanksgiving
    • Christmas
  • Our Favorite Recipes
    • Quick and Easy Family Favorites
    • Breakfast
    • Lunch
    • Starters, Soups & Salads
    • Dinner
    • Desserts
    • Smoothies & Drinks
  • Hosting
  • My Book

Step 13 of The Financial Fitness Bootcamp Course

August 13, 2019 By: Anita

Share to Your Social Media

  • Share
  • Tweet

I’ve found a financial theme in many of the relationships that I’ve heard, read, or been told about. It is that one person usually controls the majority of the finances. I know in my marriage this happens to be the case. I do the majority of the financial stuff because my husband would rather not.

I remember reading a book about a woman whose husband died unexpectedly. She had absolutely no idea which accounts they had, what bills were due or how to pay them, how much money they had saved (if any), etc. She had no credit built up and was, to be frank, financially hopeless.

This caused an already painful time for her to be even more difficult. During the grief of her loss, she was forced to try to learn about finances. She had to figure out on her own what to do, who to pay, how to log into accounts online, etc.

Further, her lack of information was costing her money because she was getting hit with a lot of late fees. Eventually, she had collectors calling her demanding the bills and fees be paid. It was very sad.

So today’s Challenge #13 depends on who you are… If you manage the majority of the finances, the challenge is for you to fill out the following information in case-heaven forbid-anything were to happen to you.

If you don’t manage the majority of the finances, the challenge is to have your spouse fill out the following information for you.

If you both manage the finances and know all of the accounts, bills, online passwords, etc. take the day off.

On a piece of paper (NOT online) write down:

  • all of your banks and bank account numbers and how to log in,
  • how and when to pay the bills (mortgage, utilities, cell, internet,), 
  • credit cards with their online log in, url, user name, pin, and passwords 
  • Life insurance information (number, company name, details, etc.)
  • Investments (where to find them, amount, etc.)
  • Loans (who they are with, how to pay, and when)
  • Auto, home and other insurance (number, company name, when the bill is due, etc.)
  • Where any keys to lockboxes, hidden valuables, safe combinations, etc. are kept.

Then review it with your spouse briefly or in-depth. Decide on a safe place to hide it that you both will remember and put it there. Try to put it where only you or your spouse can find it.

For all of the Lord of the Rings fans out there remember to… ‘keep it secret, keep it safe’….

(I couldn’t resist).

Other Posts:

Step 1 of the Financial Fitness Bootcamp Course

Step 2 of the Financial Fitness Bootcamp Course

Step 3 of the Financial Fitness Bootcamp Course

Step 4 of the Financial Fitness Bootcamp Course

Step 5 of the Financial Fitness Bootcamp Course

Step 6 of the Financial Fitness Bootcamp Course

Step 7 of the Financial Fitness Bootcamp Course

Step 8 of the Financial Fitness Bootcamp Course

Step 9 of the Financial Fitness Bootcamp Course

Step 10 of the Financial Fitness Bootcamp Course

Step 11 of the Financial Fitness Bootcamp Course

Step 12 of the Financial Fitness Bootcamp Course

For other ‘rich living tips’ please subscribe, like me on Facebook, and follow me on Pinterest and Instagram.

Step 13 of the Financial Fitness Bootcamp Course.

Related posts:

Need Help Setting Financial Goals? Don’t Miss This Money Personality Quiz Steps to Financial Confidence Your 7 Step Plan to Avoid DebtHow to Avoid Debt

Previous Post: « Step 12 of The Financial Fitness Bootcamp Course
Next Post: Step 14 of The Financial Fitness Bootcamp Course »

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

Anita Fowler
Pinterest Facebook Twitter Youtube Gmail Gmail RSS

Most Popular





Footer

anita_livelikeyouarerich

How to live a rich life on any income. Stay-at-Home Mom to 4. 👦🏻👩🏻👧🏼👶🏻Wife 👩‍❤️‍👨Author 📖. Blogger 💻. Christian 🌟. #livelikeyouarerich #LivingRichTips

Family & Finances & Food-Anita
Have a slice of cheesy heaven with these oh-so-del Have a slice of cheesy heaven with these oh-so-delicious Ham and Cheese Poppy Seed Sliders! They’re the ultimate crowd-pleaser for any potluck or dinner party! 🥪🧀

Double tap if you would try this.

https://livelikeyouarerich.com/ham-and-cheese-poppy-seed-sliders/

#CheesyGoodness #SlidersForDays #PotluckWinners #SlideIntoYum  #SlidersOfJoy #CrowdPleasinGoodness
#hamandcheese #hamandcheesesliders #hamandswissslider #easyrecipes #recipeoftheday #recipeideas #yummyfood #sodelicious #instayum #comfortfood #easydinner #easymeals
Get cozy this Fall with these mouthwatering #crock Get cozy this Fall with these mouthwatering #crockpotrecipes that are both delicious and oh-so-yummy! 🍂🍲

Get the recipe in the link in the bio.

https://livelikeyouarerich.com/29-best-crockpot-fall-recipes/

#crockpotrecipes #crockpot #crockpotmeals #slowcooker #slowcookermeals #slowcookerrecipes #dinnerideas #dinnerrecipes #comfortfoods #soupseason #souprecipe
👻🎃Get ready for some spooktacular fun with t 👻🎃Get ready for some spooktacular fun with these easy Halloween craft ideas! 

These wooden peg ghost dolls are perfect for a fun and festive activity to do with the kids. 

Save this for later.

https://livelikeyouarerich.com/wooden-peg-ghost-dolls/

#CraftsWithKids #SpookyFun #DIYHalloween #FamilyCrafts #WoodenPegGhostDolls #HalloweenCrafting #familyfun #halloweencrafts #halloweendecorideas
Transform your doorway into a haunted adventure! 🎃👻

This Haunted House Halloween Doormat is the perfect way to set the eerie mood for your Halloween bash. These doormats only cost me $8.00 each.

Tag a friend who loves Halloween crafts.
 
https://livelikeyouarerich.com/haunted-house-halloween-doormat/

#HalloweenCrafts #halloweendecor #SpookyFun #halloweendoormat #doormat #customdoormats #cricutmade #cricutdoormat #cricutcrafts #diydoormat
Who needs magic when you can make your own witch b Who needs magic when you can make your own witch broomstick? 🎃🧙‍♀️ 

This fun and easy DIY project is perfect for adding a spooky touch to your Halloween decor! 

https://livelikeyouarerich.com/diy-halloween-witch-broomstick/ 

#DIYHalloween #WitchyVibes #HalloweenDIY #WitchBroomstick #HalloweenCrafts #diybroomsticks #halloweenbroomstick #halloweendecor
✨🎈 Light Up the Night with These Glowing Hall ✨🎈 Light Up the Night with These Glowing Halloween Balloons! 🎈✨

🌙👻 Transform your Halloween party into a neon wonderland with these glow-in-the-dark balloons. They're a hauntingly cool way to keep the fun going after dark. 

Who would you invite to your glowing soirée? Tag them! 🔮🕷️ 

https://livelikeyouarerich.com/glo-in-the-dark-halloween-balloons/

#halloweenballoons #halloweenballoon #halloweenballoondecor #halloweencrafts #halloweencraftsforkids #halloweencraftideas #halloweencrafts🎃👻 #partydecoration #halloween
Load More... Follow on Instagram

Links

  • About Me
  • Contact Me
  • Privacy Policy
  • Advertising/Media/Marketing Opportunities on LiveLikeYouAreRich.com

Disclosure Policy

Affiliate links may be used in this post. Printing a coupon or ordering a product through this link may result in a commission, which helps pay for the cost of running this site and keeps the content free. Read my full disclosure policy here.

Copyright © 2023