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Step 6: Fill in the other items/insurance policies

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This section itemizes the various insurance policies and their values. Although you pay for these policies, they are not considered assets, because their values are not recognized until certain events occur (such as a particular illness or death), or because they benefit someone else (a beneficiary) and not you. These policies have no current value to you. You simply want to note their existence.

Finances After 55

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