SnoozyMuffin
32moby
Family access to investments
How have you planned access for your family to your investments in case of urgent need or a mishap? How have you kept your family aware of the financial investments? Would like to know answers across different asset like mutual funds, bonds, crypto etc.
32mo ago
ZippyMochi
32mo
Kuch nai hai dene ko 😶🌫️ mar Gaya toh shayad kuch milega bas
SwirlyPotato
32mo
- Keep a physical file or a folder in ur system with a copy of each of ur investments.
SwirlyTaco
32mo
Draw up a will.
Keep a spreadsheet shared with access details. If you're old school like me and don't want password details - write it on paper.
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