AllFinancialMatters

A personal finance blog dedicated discussing such topics as budgeting, asset allocation, 401K, IRA, cash flow, insurance, financial planning, portfolio management, and other areas in personal finance.

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Thursday, May 12, 2005

Your Home Files - Organizing Your Finances

This is the third of fourth time I have tried to post this. I don't know what is wrong, but this particular post has been formatting wrong. So, I'll give it another try:

I found this information in the appendix of an old book called the Money Club written by Marilyn Crockett, Diane Terman Felenstein and Dale Burg. The book is out of print but you might be able to get a copy through eBay or Alibris. I'm going to break this information down into several posts. Some of this information should be copied (noted with an asterisk) and the copies placed in a safe deposit box.

MASTER LIST
This information should be updated periodically


LAWYER:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website
ACCOUNTANT:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website
INSURANCE AGENT/BROKER:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website
BANKER:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website
EXECUTOR:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website
EMPLOYEE BENEFITS MANAGER:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website
ADVISOR/BROKER/FINANCIAL PLANNER:
  • Firm:
  • Address:
  • Phone:
  • Email:
  • Website


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