Oh, also, consider keeping the most critical information like account numbers, account username/passwords with you, encrypted at all times.

I use a package called eWallet.
http://www.iliumsoft.com/ewallet

There is a Windows client, as well as an Apple IOS and Android client.

The Windows client keeps a copy of the data encrypted on your PC. The mobile clients keep it encrypted on your phone/tablet.

But the best part is they can sync wirelessly. This way you can use the Windows client when you are on your PC or the mobile client when you are away but keep them in sync easily.

Note, eWallet can now also sync to the cloud, but I choose not to do that since it provides an extra security risk that I don't feel is necessary for this type of information and doesn't really provide me with any significant benefit.

-john