Update debit and credit card information when you secure new cards and cancel old ones.
Order a free credit report annually from http://www.annualcreditreport.com and keep a copy on file.
Update your annual net worth statement to help you assess your progress in reaching financial goals. Keep financial documents that indicate when you make changes in investment accounts.
Next: Legal Records >>
Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers
- a. Which Papers to Keep
- b. Where to Keep Papers
- c. How Long to Keep Papers
- d. When to Update Papers
- d.1. Personal and Family Records
- d.2. Property Records
- d.3. Financial Records
- d.4. Legal Records
- e. How to Replace Papers
Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.
