Get Organized! How to Maintain Your Personal Financial Files


5 thoughts on “Get Organized! How to Maintain Your Personal Financial Files”

  1. It would be nice if tabulated and we just fill it upon need and keep it inour file, and update if necessary. Like an Excel file ?

  2. A good compilation of items.

    For a nominal cost, there are a number of software tools on the market to help manage archive records. Most important are the records for heirs – there are helpful tools for this also and are highly recommended. Not only do you want heirs to have this information, but they need current information, not something from prior years that may be in error. I would suggest one provide heirs with access codes and detailed instructions on how to get to these records.

    If you use a high degree of electronic archive, don’t forget backups, and backups of the backups. Online storage such as Google Drive, Onedrive, DropBox are simply not enough. Things happen.

  3. This is a very useful article. It would be nice if AAII Computer Investing could provide expanded guidance for storing files electronically, recommendations for data back up, maintaining and storing passwords and log in information that can be provided to spouses and heirs.


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