EC705, Reviewed October 1993
Editor's noteThe following abstract describes a publication that is only available for purchase. A link to ordering information is on this page.
Many of us forget how important it is to keep records of our assets, liabilities and personal events such as birth and marriage, or we may have them scattered throughout our record system. This publication will help you to organize your important documents. It provides forms for recording life insurance, pension plans, annuities, social security and other savings plans you may be paying into. It also keeps track of overall financial responsibilities, including outstanding debts and loans receivable. By following the forms in this guide, you can easily organize and access important serial or account numbers such as those for vehicle registration, credit cards, bank accounts and insurance policies. Worksheets are included to help you organize investments and figure net worth.
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