I am following the weekly schedule found in the book:
The book is available at Amazon and Barnes and Noble.
Week 5 is "Organize Your Personal Information" This is the first chapter of the section on Organizing Your Papers.
This Week's Goals:
~Decide where you would like to store this information. I have not decided where to keep my master list of where all information is stored. If I get super organized I will leave a copy with my parents so it anything happens they have a copy of the master list.
~Label each category so it can be easily referenced.
These are the categories the book lists: I added anything listed in blue
A) Finances
~Credit score
~Credit/Debit Card numbers and phone numbers to call if lost or stolen
~Bank account numbers
~All budgeting information
~Net worth statement
B) Health
~Allergies
~Blood pressure
~Health issues
~Cholesterol level
~Family blood types
~Insurance EOB forms
~FLEX receipts
~Immunization Records
C) Safety
~Emergency contact info
~License plate and VIN numbers
~Current photos of family members with height and weight info
~ Photocopies of passports
D) Just in case
~Measurements and clothing sizes
E) Other
~Children's report cards
~Important school papers/info (I keep these in a separate binder for each of my boys)
Important Documents that should be kept in a fireproof safe:
~Marriage license
~Birth certificates
~Adoption papers
~Auto titles
~Stocks and bonds certificates
~Wills
~Death certificates :(
~Household Inventory List
~Valuable contacts
~Passports
~Home deeds and titles
~Insurance info
I need to get myself on track with paperwork. It is definitely an area in my life that needs much improvement!
*Stay tuned for the chapter on "Organizing Your Trip" coming soon. We will be a doing a road trip to FL in April and I plan on posting about getting organized for the trip.
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Okay, I'm definitely behind with this financial/personal information organization. I must print this and get on track! (This is all so important)
ReplyDeleteWhew! I am impressed. Apparently I have some work to do:)
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