Life Planning Homework
- Tax Withholding Estimator: IRS.gov/Individuals/Tax-Withholding-Estimator
- View your IRS Transcripts: https://www.irs.gov/individuals/get-transcript
- Set up personal account: SSA.gov
- Consider a Credit Freeze: usa.gov/credit-freeze
- National Do Not Call Registry: donotcall.gov
- Missing Property:
- State of Michigan: UnclaimedProperty.Michigan.gov
- All other States: Unclaimed.org and MissingMoney.com
- Retirement Savings Lost and Found Database lostandfound.dol.gov
- National Association of Unclaimed Retirement Benefits UnclaimedRetirementBenefits.com
- Property Fraud Alerts (example) - kentcountymi.gov/852/Fraud-Notify
- Financial protection provided by EverSafe®: eversafe.com/rj18
- Adult Advanced Directives for anyone over 18. State specific form: caringinfo.org/planning/advance-directives/
- Long term care costs (State/City specific): Genworth.com/Aging-and-You/Finances/Cost-of- Care.html
- ARAG Legal Now: ARAGlegal.com/RaymondJames
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
Pablo Picasso