How simple is it for you to get a complete picture of your personal finances? Can you
easily access your account numbers of your various accounts: bank,
retirement, stock brokerage or more? Can you find your various insurance
policies' numbers, and the phone number to call for claims for each?
If not, today's the day to start getting organized! Here's why:
Reason #3: If something bad happened to you
- unexpectedly - would your family or a trusted friend be able to
easily access the financial arrangements you have in place? Or would
they have to paw through stacks of papers desperately hoping to find the right information instead of using precious funds and time needed for
something else? If you care for a senior citizen whose memory is going, use this today to gather as much information as you can (including some tips on where to look for other relevant information).
Reason #2: If a weather disaster occurred,
would you be easily able to contact your insurance company and calmly
give them the details they request to settle your claim quickly? Would
you know your policy numbers and how to reach the claims departments?
Reason #1: You deserve to experience the serenity
that comes from having your financial affairs organized! You deserve to
be able to have your assets - and debts - in one place, so that you can
access them whenever necessary.
Getting
organized does not have to be overwhelming. It involves finding one
single fact at a time and writing it down. You can do this while opening
your mail and e-mail, whenever you get some financial information. Add
to it with information about your benefits from work.
To make it easier, The Financial Overview Template (www.myfinancialrecords.net), lists the details you will want to gather, as well as how to find missing documents you may need.
Imagine
what it will feel like to be organized financially...to be able to find
the information you need, easily and fast.... Get started today with
the Financial Overview Template!
No comments:
Post a Comment