Moving Tips: Smart Planning

Moving can be stressful no matter how excited you are at the prospect of a new home environment. Aside from packing and later unpacking everything you own there are countless other details you must consider that can make a move feel like an overwhelming task. With some smart planning, however, you can make your move a smooth transition.


One way to get a handle on planning your move is to have a thorough schedule for all your tasks: what you need to do and when you need to do it. To help you build your checklist, try a search on “moving checklist”. You will find many articles with useful information that can help you plan up to two months in advance; however, we’ve also compiled a list of helpful tips to help plan ahead.


  • Submit your change of address notification at
  • Notify all accounts of your new address: banks (order your checks, too), credit cards, brokerages, newspaper, magazine subscriptions, insurance, and utility companies. Keep your account numbers and their customer service telephone numbers handy when changing address.


  • Identify items that will need to be immediately accessible as soon as you arrive in your new home. Keep emergency numbers readily available, prescriptions, glasses, documents, etc. Make sure you pack them where you can get to them easily.
  • Plan ahead and make arrangements for your pet(s) to travel safely to your new home. You may consider leaving your pet(s) with a friend or a kennel on moving day to minimize their stress or confusion and ensure their safety and yours.
  • If you have young school-aged children, make sure to obtain their school records. Also, obtain medical records. Oftentimes, you will need these documents to register a child at a new school.
  • Make sure you have all sets of spare house keys from neighbors, friends, or family members. Or any hiding places.
  • If you have an electric garage door opener, don’t forget to take out of your car and leave it in the home for the new residents.
  • If you need more than a two (weekend) days to move, arrange to be off from work in advance.

Protecting Your Identity

Identity Theft is a serious issue affecting more and more people every day. Learning how to prevent it is key. If your identity is stolen, being prepared decreases complications of identity theft and preparedness allows you to act quickly. Here are a few tips to help you manage your personal information and a few simple precautions to keep your information safe.

Helpful Preventive Practices

  • Leave your Social Security card, Birth Certificate, or Passport at home in a safe place
  • Only carry the credit cards you need
  • Photocopy both sides of your credit cards and store safely
  • Be careful giving out personal information over the phone
  • Create passwords and PIN numbers out of random mixed letters and numbers

Watch Your Accounts Closely

  • Monitor your credit with Experian, Transunion, and Equifax and receive monthly reports
  • Review balances and transactions often
  • Make sure every transaction on your bank card or credit card statements are accurate.

If Identity Theft Happens

  • Report to the police immediately and make copies of the report
  • Call your credit card companies and ask where to send a copy of the police report
  • File a Federal Trade Commission ID Theft Complaint and Identity Theft Affidavit


Social Security Fraud Line
: 1-800-269-0271
Credit Reporting Agencies
Equifax: 1-800-525-6285

Experian: 1-888-397-3742
Transunion: 1-800-680-7289