Money

Step 2 – Liquid Asset Inventory

Our asset tracking journey began by gathering information on employer asset accounts. Now, let’s move on to creating an inventory of our liquid assets. This includes cash, checking accounts and savings accounts. Liquid assets are those that can easily be converted to cash. Investments like stocks, bonds and mutual funds are also considered liquid assets …

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Locate employer retirement accounts

Step 1 -Locating Retirement Assets – Employer Accounts

Get Started Locating Your Retirement Assets We’re going to take one step at a time. Let’s start with organizing your retirement assets in your employer accounts. Our first step is to track down employer accounts through current and past employers. I’ve been working for over 30 years and I’ve worked for 5 different employers. So …

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