Blog Category

Money Ready

Financial accounts, insurance and essential financial information.

  1. Buying your first home? Here's the paperwork that comes with it

    A first home is a big yes, followed by a lot of "can you send us…". A look at the papers the process tends to ask for, and the ones that arrive after the keys.

    3 min readBy The Readyness Team

  2. What you own, owe and insure, on one page

    Could you list every account you hold, from memory? A money inventory is not a budget or a plan. It is just knowing what exists and where it lives.

    2 min readBy The Readyness Team

  3. Starting a business: the records that start on day one

    The idea is the fun part. The paperwork starts the moment it becomes real. A look at the records a new business tends to collect, and where they could live.

    2 min readBy The Readyness Team

  4. You planned for retirement. Are you organized for it?

    Saving for retirement gets the attention. The paperwork that comes with actually retiring gets less. A look at what changes when the paycheck stops.

    2 min readBy The Readyness Team