They should also set aside dollars in a liquid, interest bearing savings account for emergencies, like an unexpected job loss
or medical bills (three to six months» worth of living expenses is widely recommended), and more
immediate financial goals, like buying a
car, purchasing a
home or saving for their child's education.
Personal: Travel (maps, destinations, hotels, frequent flyer state - ments)
Home (recipes, decorating, gardening, organizing, party planning) Family (parenting articles, sports teams) Health (one for each member of the family) School report cards Children's sports teams Phone numbers and address subcategories: Business (home maintenance contacts, work references) Personal (master list, emergency contacts list) Financial and legal subcategories: Tax returns (current year, immediate past year, all other years); Important Certificates: (birth, marriage, divorce and death certificates) Passports Wills Mortgage agreements or leases Insurance policies Car records Educational records Medical records (see below) Power of attorney Bank statements (each account gets a separate file) Credit card accounts (one file for each) Utility company bills RRSPs Investment records Loan agreements Pay stubs Home subcategori
Home (recipes, decorating, gardening, organizing, party planning) Family (parenting articles, sports teams) Health (one for each member of the family) School report cards Children's sports teams Phone numbers and address subcategories: Business (
home maintenance contacts, work references) Personal (master list, emergency contacts list) Financial and legal subcategories: Tax returns (current year, immediate past year, all other years); Important Certificates: (birth, marriage, divorce and death certificates) Passports Wills Mortgage agreements or leases Insurance policies Car records Educational records Medical records (see below) Power of attorney Bank statements (each account gets a separate file) Credit card accounts (one file for each) Utility company bills RRSPs Investment records Loan agreements Pay stubs Home subcategori
home maintenance contacts, work references) Personal (master list, emergency contacts list) Financial and legal subcategories: Tax returns (current year,
immediate past year, all other years); Important Certificates: (birth, marriage, divorce and death certificates) Passports Wills Mortgage agreements
or leases Insurance policies
Car records Educational records Medical records (see below) Power of attorney Bank statements (each account gets a separate file) Credit card accounts (one file for each) Utility company bills RRSPs Investment records Loan agreements Pay stubs
Home subcategori
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