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Lack of order and proper record keeping costs time and money and causes
frustration. By creating your Money Management Filing System, you can get your records
under control in a short time and then spend a minimum amount of time and effort
maintaining the order. The savings on stress, alone, will make this exercise worthwhile to
everyone looking to improve their financial situation.
A good Money Management Filing System will save you hours, save you tax
dollars, and enable you to have your current financial situation completely and accurately
at your fingertips in minutes.
The System will allow you to:
j Know exactly where all vital information is regarding your finances.
j Maximize your tax deductions.
j Prove loss when filing insurance claims.
j Have a place to monitor your goal achievement.
j Have tax return information immediately available.
j Provide instant proof for expenses.
j Have a place for your important papers and personal data about your finances.
j Have a system of quickly locating warranties and guarantees.
j Provide instant information for loan or mortgage applications.
j Have a place for your will and estate planning information.
