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Day 3 – Online banking and Preparing for the Future

Analogy: Close the windows

Online Banking

  • In general, online banking is pretty safe.  However, there are some ways to make sure you’re not making yourself vulnerable.
  • Talk about steps to take when you’re online banking…

Post Mortem

  • It’s a surprisingly un thought of question, your estate handles your assets, does it also handle your online presence?
  • To make it easier on your loved ones, and safer from any chance of fraud, there are some things you can do to prep.
  • Password manager – your master password must be written down somewhere.  There still are benefits to hard copies…
  • Online banking, plan for your data when you die