- Binder organizers how to#
- Binder organizers update#
Binder organizers how to#
Also included is a step-by-step guide on how to create a comprehensive, useful household inventoryĢ business card holder inserts are included as well.
Household Inventory - A list of all your valuables, their purchase dates, and any insurance or warranty information. Retirement Benefits - Record retirement information for you and your spouse, including pensions, veterans benefits, 401ks and IRAs. Travel Rewards - Frequent travel numbers and login information for all the various travel methods and hotels. Gift Cards and Rewards - Track your rewards accounts and any gift cards you have. Bill Payment Records - Monthly bills, when they are due, and a checklist to record when you pay them. 
Credit Card Inventory - Major cards and merchant cards you use and the login information needed to pay them. Debts and Loans - A tracker to record all our outstanding debts and when you’ll pay them off. Financial Inventory - A comprehensive list of your bank accounts, mortgages, loans, investments, and other banking institutions you use. Safe Deposit Box Inventory - Any items you keep in a safe deposit box, their value and any pertinent notes. Insurance Policy Information - A list of your policies, including effective dates and contact information. Also includes a list of your properties and your employer information. Advisor Contact Information - How to reach out to your attorneys, financial planners, and anyone who has a stake in your finances. Personal Documents and Contacts - An at-a-glance summary of the locations of paperwork you keep locked up safe-your social security card, will, birth certificate, etc. Family information sheet - Your basic personal info, important people, and health insurance (includes two for an adult and two for a child, depending on who the binder is for). Financial Prep Sheet - Where do you stand financially? What are your goals? What are your worries and struggles? Jot it all down here. Binder organizers update#
If you need to update the information, or just need an additional page to track credit cards or retirement benefits, simply print another one and pop it into your binder.Įach binder is a 2" D ring ONE touch deluxe binder and includes the following full color information sheets: Notes: You will also receive a digital copy of the contents so you can customize it exactly to your needs.
Financial Binder inserts (see below for details).This is a physical 3-ring binder that will be shipped to you containing beautifully designed, full color forms and worksheets to help you record and track your financial information quickly and efficiently.
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