FINANCIAL WISDOM

Personal and Business Resource Centers

Organizing Your Financial Records

Organizing Your Financial Records
  • Family Records Almanac - The Family Records Almanac can be used to record important financial and other information in a convenient manner.
  • Be Prepared if Disaster Strikes - As survivors of Hurricane Katrina can attest, it is essential to be prepared for the unexpected, both physically and financially. Being adequately insured and having an emergency savings fund are important. But so is having the personal and financial information you may need to manage your finances if you lose access to your home.
  • Safe Deposit Boxes - Safe deposit boxes are handle tools. They provide a safe place away from your home or office to store valuables. Learn some of the ways to most effectively use your safe deposit box.
  • Tips for Organizing Important Papers - Knowing how long and where to keep tax records and other important papers can help individuals better manage their finances.
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