In order to maximize your finances to help pay ongoing medical expenses while retaining your lifestyle, you need to know where you are financially today.

To do that, you will need to pull together the following:

• Employment benefits
• Information about your other insurance coverage
• Information about government benefits to which you may be entitled. We focus on Social Security benefits.
• Information about the financial aspects of your health condition.
• Your credit status.
• Information at MIB (formerly the Medical Insurance Bureau).
• Your current financial information.

Once you have the information together, it will be simple to plug in the information to the
various financial tools included on our site, which are described in Financial Planning.

NOTE: Requesting this information is standard financial planning. Requesting the necessary information provides no clue about your health condition. You don't have to give a reason why you want it.

AND:

• If you don't have a Will - this is a good time to get one. If you do, check it to be sure it is still up to date.
• Check to see that your documents are stored appropriately.

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