Before we get started, you're going to need a few
things, such as: your last two years tax returns, latest bank statements, any
investment statements, credit card statements, pension statements(401K, etc.),
insurance policies, last two paycheck stubs, etc.
Print out our Checklist
to help you do this. (Note: Don't worry if you don't
have absolutely everything that's on the list. What's important is that you have
everything on the list that pertains to you. In other words, if you don't have
any insurance policies or mortgage statements, then don't worry about it. Just
get everything you currently have.)
By the way, keep this information and the checklist in a secure location, such
as a file cabinet, where you can easily access it at any time.