UnThreaded | Threaded | Whole Thread (18) | Ignore Thread Prev | Next
Author: NaggingFool Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 37112  
Subject: Re: financial organization tips? Date: 11/22/2004 11:32 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 3
Keep a master list of accounts

If you're not afraid of it being stolen keep it in your planner or PDA.
Otherwise keep it in your desk or in a database in your computer. In any case let your loved ones know where to find it.

On it put:
Company Name
Account Number
Opening Date

I usually add:
Phone number to contact company
A checkmark when I've requested they not share my name
Online username & password

If you include the due dates you can use this as a list to make sure you've gotten all the bills you're supposed to. You can also use this list to make sure you've gotten all of your address changes when you move. And you can have it on hand when you're checking your credit report.

At a bare minimum this list should contain all of your obligations (credit cards, student loans, mortgage). I use it for any financial account, including bank accounts, insurance companies and the like.

Similarly, keep a master list of your addresses. Every once and a while you need to know a list of all of you past addresses.

- Megan

Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (18) | Ignore Thread Prev | Next


Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Managing Your Wealth
Our own TMFHockeypop from Rule Your Retirement fame on the TV show Managing Your Wealth.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Value Hounds

Clorox Isn't Cleaning Up
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.