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Practical Money Matters Radio Series

March 5, 2012
Spring Clean Your Financial Records


Save yourself time and money with these tips for better organizing your financial files.

Transcript

Organizing paperwork is a pain in the neck. But it's better than wasting precious hours searching for tax-related documents or paying late fees. Here are a few good habits to adopt:

  • Create files for income tax-related expenses like medical receipts, bank and mortgage statements.
  • Balance your checking account every week to avoid overdrafts.
  • Organize all monthly bills so you don't miss payment deadlines.
  • File sales receipts, warranties and owner's manuals for major purchases.
  • Maintain files for all insurance policies.
  • Give copies of your will, living trust and other legal documents to a trusted friend or relative for safekeeping.

Bottom line: A little organization upfront can save hours later on.


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