INFORMATION NEEDED:

• PAY STUB:
• All jobs.
• If retired, monthly income including Social Security.
• RETIREMENT PLAN:
• If 401k, 403b or 457, a recent statement and description of investment accounts, if available. If a Pension plan, either a benefit projection or the benefit formula.
• If you are a State or Federal employee, bring years of service.
• If you have a Social Security calculation, bring it.
• ACCOUNT STATEMENTS:
• On any other investment or retirement plan, bring a recent quarterly statement from the brokerage house, retirement plan custodian, dividend reinvestment plan, etc. (**Please do not substitute computer generated summaries.)
• If stocks or bonds held outside of brokerage accounts, name and number of shares.
• DEBTS: Balance, payment and interest rate.
• TAX RETURN: Most recent.
• REAL ESTATE: Approximate current value.
• LIFE INSURANCE: For any policy not payroll deducted, either include the policy or be able to discuss (premium, benefit, beneficiary and cash value if any.)
• WILL:
• Include your Will unless you are familiar with the content.
• For Trust Beneficiaries, a Trust Agreement and recent account statement if possible.
• If there is anything else that bears on your finances, include it.