Get Organized! Maintaining Your Personal Financial Files


This week’s AAII Weekly Digest highlights these
“must-read” AAII articles:


Reassessing Your Risk Tolerance? Don’t Overlook Estate PlanningReassessing Your Risk Tolerance?
Don’t Overlook Estate Planning

Important not only for protecting your assets, estate planning also assures that your assets will pass according to your wishes at the least cost and administrative burden. It can be a relatively easy, six-step process.

Analyzing Your Financial Health Using Personal Financial Ratios

Many individuals use financial ratios as a concise way to assess the financial health of a company. This article introduces a set of personal financial ratios to analyze your own financial standing.


Aging and Investing: The Risk of Cognitive ImpairmentAging and Investing:
The Risk of Cognitive Impairment

Cognitive impairment afflicts approximately half of all 80-year-olds. However, there are steps investors can take to protect themselves financially.


Get Organized! How to Maintain Your Personal Financial Files

Do you have a file cabinet stuffed with financial records? Or worse yet, a shoebox? There is a balancing act we perform between keeping too many files and not enough. If something were to happen to you, will your next of kin or executors know what accounts you have or how to access them? This post serves as a brief guide to organizing your personal paperwork.

Our Member Question for this week is:

How organized would you say you are when it comes to your personal financial files?


Vote to answer this week’s Special Question: How have you organized your personal financial files to assist your beneficiaries or executors once you are gone?

Last Week’s Results:

Poll results are as of 9 a.m. (Central) on Monday. 2,301 respondents.

AAII Survey: Readers Unlikely to Use Mobile Trading Apps, Citing Security Concerns

These days, smartphones allow us to do so much more than just make phone calls. We can check our email, check the weather, listen to music or watch movies. The proliferation of apps also means we can perform a number of financial transactions with our smartphones, including placing trades. Just because we can, however, do we? Our latest survey asked readers whether they use mobile apps for trading and the latest special question asked the reasons for using or not using mobile apps to manage their finances.

A Lifetime Investment Strategy

Authored by the founder of AAII, James B. Cloonan, this valuable publication shows you how you can outperform professional money managers and the market over the long run. In addition, it will help you understand risk and its relationship to return. It’s not available in bookstores but it is one of the many benefits of being an AAII member.




The AAII Weekly Digest is one of the many benefits of AAII membership. To learn more, consider a 30-day Trial AAII Membership to start becoming an effective manager of your own assets.


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