• Legacy Notebook Series
  • legacy
  • spending
  • saving
  • systems
    • Email
    • Facebook
    • Pinterest
    • Twitter

Stronger Wallet

foundations for financial success

  • Home
  • Blog
  • About
You are here: Home / legacy notebook series / Legacy Notebook: Health Insurance

legacy notebook series

Legacy Notebook: Health Insurance

Share
Tweet
Pin

Day 14 of the Legacy Notebook Series

The last insurance item we’re going to cover is health insurance. Today is an easy day, which is well-deserved after all the talk yesterday of air ambulances, nursing home costs, and replacing your income during a lengthy illness.

Gather up any paperwork you have related to your health insurance policies. It may just mean making copies of your health insurance ID cards and jotting down the website used to access your account. Hint: Your username and password to access the account should already be in your password manager app. You’ve got that covered, right?

If you are like us and have more than one health insurance policy (my husband has one through work and my employer-provided plan covers me and the kids), make sure you include the information for each policy and indicate which family members are covered by each one.

If any family members have Medicare or Medicaid coverage, be sure to include these details as well.

The same goes for any special prescription plans you utilize. Make it easy for your family, should they ever need to reference the notebook.

Today’s Action Items:

  • Add your health insurance policy docs to your notebook
  • If you have special prescription plan coverage, add it to your notebook

thanks for reading,
Lesley

P.S. Looking for the rest of the series? You can find it here.


Stronger Wallet’s Legacy Notebook series information is intentionally general in nature and covers typical scenarios. You may have special circumstances that need to be considered. Always consult a trusted advisor before making big decisions about your financial legacy. Feel free to send me questions along the way at lesley[at]strongerwallet.com.

Never miss a post

Thanks for reading!

Subscribe to get my latest content delivered to your inbox.

Success! Thanks for subscribing. Keep an eye out for an e-mail from Stronger Wallet.

There was an error submitting your subscription. Please try again.

No spam. Unsubscribe at any time. Powered by Kit

Share this:

  • Share
  • Facebook
  • Twitter
  • Pinterest
  • Email
  • Print


Leave a Comment

« Legacy Notebook: Disability Insurance and other Supplemental Coverage
Legacy Notebook: Organ Donor, Bone Marrow Donation, and Cord Blood Banking »

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Download the free guide

Everything you need to get started straight to your inbox.

Get started today!

Success!

There was an error submitting your subscription. Please try again.

No spam. Unsubscribe at any time. Powered by Kit

Hello and welcome!

My name is Lesley Jeffres Pearson. I'm a CPA with a Masters in Business Administration and a proud alum of the University of Wyoming. Go Pokes!

I'm the personal finance enthusiast, podcast junkie, numbers geek, and bookworm behind this site, which aims to help you get a handle on your finances so you can achieve your financial goals.
Learn More...

Let’s Connect

  • Email
  • Facebook
  • Pinterest
  • Twitter

Archives

  • December 2017
  • November 2017
  • October 2016
  • September 2016
  • July 2016
  • June 2016
  • February 2016
  • January 2016

Recent Tweets

My Tweets

Let’s Connect

  • Email
  • Facebook
  • Pinterest
  • Twitter

Let’s Chat

Questions? Need a sounding board? Schedule a Call
Copyright © 2025 Stronger Wallet
loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.