I was keeping , in an excel spreadsheet:
Name of institution, name of owner, type of investment, principal, interest rate, maturity, phone number, account number, and passwords.
I kept all this on my computer, on thumbdrives and various places, including safety deposit box.
Then I could sort alphabetically by name of institution or maturity date to make sure I stayed on top of what was happening.
No more. I had a suspicion a tech helping person who I let "take over my computer" to fix something, took a look at or copied my spreadsheets.
As fast as I could I changed my passwords. But I also erased everything from the cloud and no more storing in excel documents on my laptaop.
I am now only on thumbdrives, but may actually destroy those thumbdrives and go to just writing things down on paper.
Any similar or different perspectives? Thank you.