Financial planning kit will help organize paper clutter - 10/24/04
Financial planning kit will help organize paper clutter
By Michelle Singletary / The Color of Money
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I often tell my husband I can lay my hands on anything I want, which is true, but after a day or two of looking.
But my lack of organization has created hours of frustration whenever I have had to find some important financial document. And I know I have company.
In one survey conducted last year for Esselte, an office-supply manufacturer, 48 percent of the people questioned said they also don't organize and file their vital financial documents and other important papers such as birth certificates, marriage licenses and Social Security cards.
Of those people who said they did file their documents, many admitted that if pressed, they wouldn't be able to easily find the papers.
So, want to get organized? I'm suggesting that you pick up "The Financial Planning Organizer Kit" by J. Michael Martin and Mary E. Martin (Homefile Publishing, $24.95).
Disorganized financial records get in the way of personal prosperity, according to the Martins, who are both certified financial planners.
"Not having your information organized creates a lot of financial pressure," Mary Martin says. "It can also cost you a lot of money."
For example, Martin said many people fail to claim certain tax deductions because they don't have the receipts to remind them.
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By Michelle Singletary / The Color of Money
Comment on this story
Send this story to a friend
Get Home Delivery
I often tell my husband I can lay my hands on anything I want, which is true, but after a day or two of looking.
But my lack of organization has created hours of frustration whenever I have had to find some important financial document. And I know I have company.
In one survey conducted last year for Esselte, an office-supply manufacturer, 48 percent of the people questioned said they also don't organize and file their vital financial documents and other important papers such as birth certificates, marriage licenses and Social Security cards.
Of those people who said they did file their documents, many admitted that if pressed, they wouldn't be able to easily find the papers.
So, want to get organized? I'm suggesting that you pick up "The Financial Planning Organizer Kit" by J. Michael Martin and Mary E. Martin (Homefile Publishing, $24.95).
Disorganized financial records get in the way of personal prosperity, according to the Martins, who are both certified financial planners.
"Not having your information organized creates a lot of financial pressure," Mary Martin says. "It can also cost you a lot of money."
For example, Martin said many people fail to claim certain tax deductions because they don't have the receipts to remind them.
Quotes - Famous Quotes
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Famous Quotes
Scottsdale Dentist
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