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, June 02, 2005

Home Financial Files - Organizing Your Finances - Part V

This is part V of my "getting organized" series.

The first four parts in this series can be found here:

Part I

Part II

Part III

Part IV

PERSONAL DOCUMENTATION

  • List of credit cards and numbers (you can just make copies of the actual cards)

  • *Passport

  • *College degree

  • *Professional license

  • *Marriage license

  • *Separation/divorce papers

  • *Copy of Social Security card and latest statement

  • *Health information (vaccinations, hospitaliztions, etc.)

  • *Military records


LIFE INSURANCE

  • Life insurance policy(ies); a separate folder for each policy

  • Employer life insurance policy

  • Any other insurance you may have like mortgage life or credit life insurance

  • Credit card insurance


to be continued...

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