Get Organized: Complete a Financial Inventory

Nicole Sweigard, Financial Education Consultant—Retirement Plan Services

June 27, 2013

Managing Your Money


This is the perfect time of year to make sure your financial house is in order. Everyone wants to end the year on the right foot, and in order to do so you'll want to revisit your financial big picture by assessing your assets, debts, and investments including your retirement plans, life insurance, as well as your health and homeowner’s insurance policies.

A great way to do this is by completing a personal financial inventory.

This worksheet will help you document important information about your personal finances including the location of records, insurance information, and key contacts for your finances. A personal inventory is important for everyone to complete and have readily available not only for organizational purposes but also in the event of emergency situations when others may need to know important details about your personal finances.

Complete a personal inventory and feel more securing going into 2014.

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This blog article is for informational purposes only, and is not an advertisement for a product or service. The accuracy and completeness is not guaranteed and does not constitute legal or tax advice. Please consult with your own tax, legal, and financial advisors.