Georgia Personal Financial Information Organizer

Category:
State:
Multi-State
Control #:
US-1141BG
Format:
Word; 
Rich Text
Instant download

Description

This form contains information regarding Bank Accounts, Investment Retirement Plans, Credit Card and Charge Accounts, Professional Advisors, and Miscellaneous Forms.
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FAQ

InstructionsGather All of Your Papers in One Spot.Separate Your Papers Into 5 Categories.Discard Documents You Don't Need.Organize the Archive File.Arrange the Household File.Set Up the Action File.

Like a financial planner, a money coach is someone who can help you with the big picture of your finances. The main difference is that money coaches look at your finances as just one part of your overall life.

Organize regular bills and financial statements by the month or by the account (your preference). It is usually easiest to stick with either hanging files or an expanding file. When organizing by account, be sure to arrange documents in chronological order within each file so they are easier to find later on.

Personal Financial Disclosure (PFD) is a statement, completed and filed, by a public official, an employee or a candidate, disclosing the financial interests of themselves, their spouse and any dependent child(ren).

Paper documents should go into a locked location. Crucial items such as birth and marriage certificates, titles, wills, insurance policies are candidates for a safe deposit box or fireproof safe. Store the safe somewhere not obvious in the case of a break-in, Madison says, and keep digital copies of its contents.

Your Personal Financial Organizer is a take-action booklet intended to help you put your finances and budget in order as a first step to preparing an effective savings strategy. The sooner you start saving, the more time your money will have to work for you.

What exactly does personal financial planning mean? It is a comprehensive plan, projecting many years into the future. It isn't just for those with a lot of money. A financial plan safeguards you against life's surprises. It includes details about your income, savings, investments, expenditures, debt and insurance.

The three common methods of organizing writing are chronological order, spatial order, and order of importance. You need to keep these methods of organization in mind as you plan how to arrange the information you have gathered in an outline.

Personal finance is a term that covers managing your money as well as saving and investing. It encompasses budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning.

Let's get started:Step 1: Ditch the Shoebox Method.Step 2: Track Your Expenses.Step 3: Establish a Bill-Paying System.Step 4: Read Your Bills and Account Statements.Step 5: Shred Old Financial Records.Step 6: Stop the Clutter at the Source.

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Georgia Personal Financial Information Organizer