Organizing Your Financial Life
In this one-hour class, we will show you step by step how to manage your financial information both simply and efficiently.
Maintaining your IRA and 401(k) accounts, keeping track of your beneficiaries and knowing where your important papers are kept are crucial in achieving successful, personal financial management habits. Lack of organization can wreak havoc in your life, especially where finances are concerned.
Do you have three IRAs and a 401(k) from different employers? It’s time to simplify and consolidate your accounts at one institution. In addition, every IRA and 401(k) should include beneficiaries. Have you listed them or kept them current; replaced an ex-spouse with updated info?
Beginning with the Red Folder, we will help you identify an effective way to secure your important papers in one location so that you or someone on your behalf can access them without panic or confusion.