Smart Money Tip: Organize Your Financial Records

Sep 25, 2020

Having your financial records organized and in one spot brings clarity and allows you to quickly find documents for reference. Properly protecting important documents means you won’t have to start over in the event of a fire or other incident.

DO THIS TODAY: Organize your financial records into both physical and online folders, as well as a safe. If you don’t have a small, fireproof safe, go buy one. This is where you should store marriage and birth certificates, a will, titles, social security cards, etc.